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Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$586K +$298K +6,560 +107%
JWBC
177
John W. Bristol & Co
New York
$582K
CL
178
Choreo LLC
Illinois
$579K
EI
179
Ethic Inc
New York
$573K -$18.4K -405 -3%
FTDI
180
First Trust Direct Indexing
Massachusetts
$569K +$9.53K +210 +2%
CCA
181
Checchi Capital Advisers
California
$568K +$10.3K +228 +2%
MFG
182
MidWestOne Financial Group
Iowa
$558K
GAMC
183
Garner Asset Management Corp
Texas
$528K +$182 +4 +0%
WDL
184
Well Done LLC
Michigan
$527K
RWM
185
Ritholtz Wealth Management
New York
$517K +$87.4K +1,926 +21%
SCA
186
Snowden Capital Advisors
New York
$512K +$241K +5,301 +92%
Allianz Asset Management
187
Allianz Asset Management
Germany
$504K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$498K +$56.1K +1,237 +13%
ANI
189
American National Insurance
Texas
$495K
SMH
190
Sanders Morris Harris
Texas
$481K
GI
191
Gradient Investments
Minnesota
$477K -$97.4K -2,146 -17%
IWM
192
IHT Wealth Management
Illinois
$455K +$446K +9,829 New
CA
193
Cetera Advisors
Colorado
$452K -$31.2K -687 -7%
PFO
194
Pathstone Family Office
New Jersey
$449K +$266K +5,867 +152%
SS
195
Simplicity Solutions
Minnesota
$447K +$439K +9,667 New
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$441K -$19.8K -436 -4%
SPC
197
Sigma Planning Corp
Michigan
$439K +$76.3K +1,681 +22%
BRWA
198
B. Riley Wealth Advisors
Florida
$439K +$431K +9,486 New
JP Morgan Chase
199
JP Morgan Chase
New York
$424K +$43.6K +960 +12%
LA
200
LVW Advisors
New York
$418K +$68.1K +1,500 +20%