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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Advisor Solutions
451
Focus Partners Advisor Solutions
Missouri
$399K -$45.4K -425 -10%
Arkadios Wealth Advisors
452
Arkadios Wealth Advisors
Georgia
$397K -$241K -2,254 -37%
Global Retirement Partners
453
Global Retirement Partners
California
$395K +$62.4K +584 +18%
ACM
454
Argyle Capital Management
Pennsylvania
$392K – – –
Forum Financial Management
455
Forum Financial Management
Illinois
$391K – – –
Wedmont Private Capital
456
Wedmont Private Capital
Pennsylvania
$390K -$748 -7 -0.2%
ABLA
457
Alan B. Lancz & Associates
Ohio
$390K – – –
BWM
458
Buska Wealth Management
Wisconsin
$387K -$320 -3 -0.1%
CX Institutional
459
CX Institutional
Indiana
$382K +$10.8K +101 +3%
Vestcor Inc
460
Vestcor Inc
New Brunswick, Canada
$375K – – –
AssetMark Inc
461
AssetMark Inc
California
$374K +$72.3K +677 +23%
GWP
462
Gen-Wealth Partners
Michigan
$369K -$137K -1,286 -27%
Coldstream Capital Management
463
Coldstream Capital Management
Washington
$369K -$2.03K -19 -0.5%
TSMHT
464
Thurston Springer Miller Herd & Titak
Indiana
$367K +$261K +2,441 +226%
SSW
465
Smith Shellnut Wilson
Mississippi
$366K -$34.4K -322 -8%
WEG
466
World Equity Group
Illinois
$359K – – –
Greenleaf Trust
467
Greenleaf Trust
Michigan
$358K -$14.8K -139 -4%
PI
468
PFG Investments
New York
$356K -$21.7K -203 -6%
Azimuth Capital Investment Management
469
Azimuth Capital Investment Management
Michigan
$354K – – –
PWG
470
Portside Wealth Group
Utah
$346K -$55.7K -522 -14%
TC
471
TwinBeech Capital
New York
$344K +$352K +3,300 New
MIC
472
Meridian Investment Counsel
California
$338K -$11.5K -108 -3%
Fifth Third Bancorp
473
Fifth Third Bancorp
Ohio
$336K -$21.9K -205 -6%
GFM
474
GEN Financial Management
Minnesota
$336K +$534 +5 +0.2%
PCM
475
Prelude Capital Management
New York
$335K +$14.4K +135 +4%