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Name Holding Trade Value Shares
Change
Change in
Stake
IC
401
IEQ Capital
California
$216K +$27K +1,710 +15%
GSC
402
Grey Street Capital
Illinois
$213K +$208K +13,152 New
4WM
403
44 Wealth Management
Oregon
$211K +$206K +13,040 New
Axa
404
Axa
France
$208K -$2.69K -170 -1%
AIM
405
Athena Investment Management
California
$208K
RJT
406
Raymond James Trust
Florida
$193K +$188K +11,910 New
HWM
407
HB Wealth Management
Georgia
$190K +$186K +11,762 New
OCBCO
408
Oversea-Chinese Banking Corp (OCBC)
Singapore
$190K -$32.3K -2,047 -15%
BPA
409
Beacon Pointe Advisors
California
$187K -$14.1K -894 -7%
BP
410
Ballentine Partners
Massachusetts
$182K +$13.3K +843 +8%
ECM
411
ExodusPoint Capital Management
New York
$180K -$1.41M -89,077 -89%
ASN
412
Advisory Services Network
Georgia
$177K +$15.8K +1,003 +10%
PTC
413
Private Trust Company
Ohio
$176K
MF
414
Manchester Financial
California
$174K
SIM
415
Sentry Investment Management
Wisconsin
$167K -$3.76K -238 -2%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$152K +$33.3K +2,109 +29%
HFM
417
Harvest Fund Management
China
$149K +$90.6K +5,737 +164%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$147K +$71.8K +4,545 +100%
GRP
419
Global Retirement Partners
California
$146K +$19.9K +1,258 +17%
AG
420
AIA Group
Hong Kong
$119K
CFGS
421
Concourse Financial Group Securities
Alabama
$119K +$6.37K +403 +6%
S
422
SignatureFD
Georgia
$117K +$13.3K +845 +13%
QCG
423
Quadrant Capital Group
Ohio
$112K +$38K +2,407 +53%
VWM
424
Venturi Wealth Management
Texas
$109K +$106K +6,725 New
EWA
425
EverSource Wealth Advisors
Alabama
$92.3K +$77.6K +4,910 +617%