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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
426
Wedmont Private Capital
Pennsylvania
$207K +$197K +11,641 New
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$207K +$44.3K +2,619 +28%
RJT
428
Raymond James Trust
Florida
$206K +$643 +38 +0.3%
BP
429
Ballentine Partners
Massachusetts
$204K +$9.89K +584 +5%
BPA
430
Beacon Pointe Advisors
California
$196K -$3.49K -206 -2%
KPWS
431
Kestra Private Wealth Services
Texas
$195K +$191K +11,301 New
PTC
432
Private Trust Company
Ohio
$192K +$3.39K +200 +2%
CI Investments Inc
433
CI Investments Inc
Ontario, Canada
$185K +$27.4K +1,621 +18%
SCA
434
Snowden Capital Advisors
New York
$182K +$179K +10,545 New
PCM
435
Penserra Capital Management
California
$181K +$176K +10,393 +8,959%
VAS
436
Vestmark Advisory Solutions
Massachusetts
$179K +$175K +10,364 New
SIM
437
Sentry Investment Management
Wisconsin
$179K
VWM
438
Venturi Wealth Management
Texas
$178K +$60.4K +3,565 +53%
CFGS
439
Concourse Financial Group Securities
Alabama
$175K +$47.5K +2,803 +38%
HFM
440
Harvest Fund Management
China
$159K
KI
441
Kapitalo Investimentos
Brazil
$159K +$156K +9,184 New
GRP
442
Global Retirement Partners
California
$146K
S
443
SignatureFD
Georgia
$126K +$389 +23 +0.3%
T
444
TOBAM
France
$112K -$151K -8,889 -58%
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$107K +$105K +6,194 New
QCG
446
Quadrant Capital Group
Ohio
$102K -$17.1K -1,009 -15%
EWA
447
EverSource Wealth Advisors
Alabama
$95.3K -$3.23K -191 -3%
Capstone Investment Advisors
448
Capstone Investment Advisors
New York
$92.7K +$37.2K +2,198 +69%
KC
449
Kepos Capital
New York
$86K +$84K +4,963 New
PCFFS
450
Pacific Center for Financial Services
California
$83.9K