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Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
401
Cambridge Investment Research Advisors
Iowa
$649K -$509K -31,293 -40%
DILIC
402
Dai-ichi Life Insurance Company
Japan
$648K -$5.95M -365,810 -89%
EWA
403
EP Wealth Advisors
California
$643K -$189K -11,600 -20%
CA
404
Carson Advisory
Georgia
$637K -$2.6K -160 -0.3%
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$634K -$117K -7,207 -14%
IGAM
406
iA Global Asset Management
Quebec, Canada
$622K +$168K +10,326 +30%
FPAS
407
Focus Partners Advisor Solutions
Missouri
$615K -$55K -3,384 -7%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$613K +$21.2K +1,304 +3%
GS
409
GTS Securities
Florida
$613K -$249K -15,295 -26%
BMSSC
410
B. Metzler seel. Sohn & Co
Germany
$603K
FFA
411
Farther Finance Advisors
California
$600K +$5.16K +317 +0.7%
TAM
412
Titleist Asset Management
Texas
$599K -$15.8K -972 -2%
Commonwealth Equity Services
413
Commonwealth Equity Services
Massachusetts
$598K +$19.6K +1,202 +3%
AG
414
AIA Group
Hong Kong
$597K -$259K -15,897 -27%
A
415
AlphaQuest
New York
$594K +$281K +17,302 +68%
CNBT
416
Canandaigua National Bank & Trust
New York
$592K +$691K +42,454 New
AG
417
Ascent Group
Virginia
$580K +$677K +41,610 New
GAM
418
Gotham Asset Management
New York
$579K -$5.86K -360 -0.9%
DWM
419
Diversify Wealth Management
Utah
$572K -$13.9K -857 -2%
BFG
420
Bleakley Financial Group
New Jersey
$571K +$80.5K +4,950 +14%
BC
421
Bayforest Capital
United Kingdom
$568K +$190K +11,652 +40%
PW
422
Potentia Wealth
California
$566K -$112K -6,889 -15%
WAG
423
Wallace Advisory Group
California
$560K +$89.1K +5,479 +20%
WC
424
Wexford Capital
Florida
$560K -$1.78M -109,401 -73%
GIM
425
Glenmede Investment Management
Pennsylvania
$551K +$643K +39,535 New