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Name Holding Trade Value Shares
Change
Change in
Stake
CL
176
Choreo LLC
Illinois
$374K
PCG
177
Private Capital Group
Connecticut
$371K +$173K +5,096 +72%
AIA
178
Avalon Investment & Advisory
Texas
$369K -$517K -15,218 -56%
RHBC
179
R.H. Bluestein & Co
Michigan
$369K -$218K -6,421 -35%
RP
180
Riverwater Partners
Wisconsin
$368K +$411K +12,094 New
GAA
181
Green Alpha Advisors
Colorado
$367K -$90.9K -2,676 -18%
MFG
182
MidWestOne Financial Group
Iowa
$360K
GAMC
183
Garner Asset Management Corp
Texas
$347K -$442 -13 -0.1%
CIA
184
Cladis Investment Advisory
Montana
$343K +$383K +11,283 New
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$342K -$276K -8,112 -42%
AP
186
Advisor Partners
California
$337K -$143K -4,208 -28%
4WM
187
44 Wealth Management
Oregon
$330K -$13K -384 -3%
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$322K -$347K -10,208 -49%
CCA
189
Checchi Capital Advisers
California
$320K -$12.1K -356 -3%
MYIA
190
Mount Yale Investment Advisors
Colorado
$318K +$32.7K +962 +10%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$309K -$374 -11 -0.1%
Charles Schwab
192
Charles Schwab
California
$309K +$26.1K +767 +8%
PFO
193
Pathstone Family Office
New Jersey
$308K -$408 -12 -0.1%
HC
194
Henshaw Capital
Massachusetts
$307K
B
195
BetterWealth
California
$306K +$342K +10,057 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$303K -$6.29K -185 -2%
RC
197
RegentAtlantic Capital
New Jersey
$295K -$32.2K -949 -9%
FLPIM
198
F.L. Putnam Investment Management
Massachusetts
$294K -$111K -3,269 -25%
ONB
199
Old National Bancorp
Indiana
$283K +$15.6K +459 +5%
Prudential Financial
200
Prudential Financial
New Jersey
$279K -$315K -9,282 -57%