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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
376
Contravisory Investment Management
Massachusetts
$541K -$5.38K -321 -1%
SFA
377
Sequoia Financial Advisors
Ohio
$540K -$153K -9,128 -22%
CCWA
378
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$522K
CWR
379
Chico Wealth RIA
California
$519K +$87.6K +5,224 +20%
ODFS
380
O'Donnell Financial Services
California
$513K +$513K +30,633 New
Lido Advisors
381
Lido Advisors
California
$506K +$3.82K +228 +0.8%
CA
382
Cetera Advisors
Colorado
$503K +$503K +30,001 New
FTDI
383
First Trust Direct Indexing
Massachusetts
$502K -$100K -5,984 -17%
MYAM
384
Meiji Yasuda Asset Management
Japan
$501K +$110K +6,590 +28%
HI
385
Horizon Investments
North Carolina
$491K +$50 +3 +0%
APM
386
Advanced Portfolio Management
New York
$484K +$484K +28,889 New
FRM
387
Fox Run Management
Connecticut
$480K +$480K +28,636 New
TG
388
TCW Group
California
$480K -$82.7K -4,931 -15%
TPCW
389
TD Private Client Wealth
New York
$471K +$38.8K +2,315 +9%
EF
390
Empowered Funds
Pennsylvania
$469K +$36.4K +2,170 +8%
GAM
391
Gemmer Asset Management
California
$460K +$19.3K +1,153 +4%
SI
392
Symmetry Investments
Jersey
$459K +$459K +27,407 New
UCFA
393
United Capital Financial Advisors
Texas
$443K -$63.5K -3,786 -13%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$442K +$79K +4,711 +22%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$441K +$67.8K +4,045 +18%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$427K +$99.2K +5,918 +30%
GWM
397
Gibbs Wealth Management
Georgia
$424K +$424K +25,294 New
WFA
398
WestHill Financial Advisors
California
$423K +$59.8K +3,570 +16%
BP
399
BBR Partners
New York
$419K
OTL
400
Oak Thistle LLC
New York
$417K -$1.23M -73,589 -75%