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Name Holding Trade Value Shares
Change
Change in
Stake
RE
601
RBC Europe
United Kingdom
$136K -$95.1K -400 -43%
VC
602
Vestor Capital
Illinois
$130K +$121K +510 New
LC
603
Lindbrook Capital
California
$126K +$27.8K +117 +31%
FPA
604
First Pacific Advisors
California
$123K -$3.56K -15 -3%
OIM
605
Oder Investment Management
California
$120K +$111K +469 New
SBSB
606
Sullivan, Bruyette, Speros & Blaney
Virginia
$118K
WB
607
Webster Bank
Connecticut
$96K +$89.6K +377 New
BBHC
608
Brown Brothers Harriman & Co
New York
$94K
FCH
609
Freestone Capital Holdings
Washington
$90K +$15.4K +65 +22%
GEA
610
Glen Eagle Advisors
New Jersey
$83.9K
AWM
611
Accel Wealth Management
Iowa
$83K +$77.2K +325 New
VFA
612
Valeo Financial Advisors
Indiana
$80K -$1.66K -7 -2%
ETC
613
Exchange Traded Concepts
Oklahoma
$78K +$47.1K +198 +180%
MAM
614
McCarthy Asset Management
California
$76K +$71.3K +300 New
BC
615
Barnett & Company
Tennessee
$68K
OSAM
616
O'Shaughnessy Asset Management
Connecticut
$66K +$9.98K +42 +19%
CA
617
Clearstead Advisors
Ohio
$65K
PCM
618
Penserra Capital Management
California
$64K -$80.1K -337 -57%
LGA
619
Lebenthal Global Advisors
New York
$63K +$59.4K +250 New
CCMW
620
Cypress Capital Management (Wyoming)
Wyoming
$62K -$1.22M -5,152 -95%
GA
621
GoalVest Advisory
New York
$62K +$57.5K +242 New
Carson Wealth (CWM LLC)
622
Carson Wealth (CWM LLC)
Nebraska
$61K
HIA
623
Harbor Investment Advisory
Maryland
$61K +$38.3K +161 +201%
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$58K +$54.4K +229 +22,900%
JIR
625
James Investment Research
Ohio
$56K +$29.5K +124 +129%