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Polaris

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$458K -$24.6K -219 -4%
RJT
252
Raymond James Trust
Florida
$454K -$43.4K -387 -8%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$435K +$173K +1,541 +51%
AAS
254
Avantax Advisory Services
Texas
$417K +$18.7K +167 +4%
TIA
255
Tiemann Investment Advisors
California
$410K -$448K -4,000 -48%
Vontobel Holding
256
Vontobel Holding
Switzerland
$407K -$28.7K -256 -6%
CIA
257
Capital Investment Advisors
Georgia
$407K -$2.13K -19 -0.4%
Allspring Global Investments
258
Allspring Global Investments
North Carolina
$406K -$32.5K -290 -6%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$403K +$673 +6 +0.1%
PIMG
260
Patriot Investment Management Group
Tennessee
$397K +$466K +4,155 New
PAS
261
Park Avenue Securities
New York
$395K +$19.7K +176 +4%
ESCM
262
Echo Street Capital Management
New York
$392K +$460K +4,103 New
Verition Fund Management
263
Verition Fund Management
Connecticut
$390K +$457K +4,074 New
AFAS
264
Acorn Financial Advisory Services
Virginia
$381K -$59.8K -533 -12%
TWI
265
Thomas White International
Illinois
$375K
PAMS
266
Pictet Asset Management (Switzerland)
Switzerland
$374K
CA
267
Claro Advisors
Massachusetts
$368K
HR
268
Howe & Rusling
New York
$362K -$24.3K -217 -5%
KAS
269
Kestra Advisory Services
Texas
$360K +$73.7K +657 +21%
FM
270
Foster & Motley
Ohio
$358K -$18.5K -165 -4%
MIA
271
MainStreet Investment Advisors
Illinois
$356K
RFC
272
Regions Financial Corp
Alabama
$354K -$6.28K -56 -1%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$351K -$23.9K -213 -5%
MM
274
MQS Management
New York
$351K +$411K +3,670 New
TRIA
275
Trail Ridge Investment Advisors
Colorado
$350K -$37.8K -337 -10%