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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Willingdon Wealth Management
North Carolina
$216K +$62.4K +2,610 +44%
LC
152
Lindbrook Capital
California
$186K -$2.37K -99 -1%
QCMC
153
Quantum Capital Management (California)
California
$160K -$3.71K -155 -2%
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$150K +$142K +5,940 New
AssetMark Inc
155
AssetMark Inc
California
$138K +$52.6K +2,199 +67%
CFGS
156
Concourse Financial Group Securities
Alabama
$131K +$91.8K +3,839 +290%
Deutsche Bank
157
Deutsche Bank
Germany
$118K +$69.5K +2,907 +164%
PA
158
Parallel Advisors
California
$110K +$7.29K +305 +8%
PA
159
Procyon Advisors
Connecticut
$90K +$85.3K +3,568 New
WT
160
Whittier Trust
California
$89K +$43.3K +1,813 +107%
SIAS
161
Shine Investment Advisory Services
Colorado
$88K
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$87K +$81.8K +3,421 +57,017%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$85K -$26.4K -1,106 -25%
CAW
164
Cornerstone Advisors (Washington)
Washington
$83K +$6.17K +258 +8%
ASN
165
Advisory Services Network
Georgia
$77K +$33.9K +1,416 +87%
FC
166
FORA Capital
Florida
$74K +$70.3K +2,941 New
HNB
167
Huntington National Bank
Ohio
$72K +$65K +2,717 +2,404%
CBT
168
Capital Bank & Trust
California
$66K -$2.49K -104 -4%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$66K +$13.8K +578 +29%
EW
170
Evoke Wealth
California
$66K
Point72 Asset Management
171
Point72 Asset Management
Connecticut
$64K +$60.8K +2,543 New
FGAM
172
Financial Gravity Asset Management
Texas
$57K -$5.86K -245 -14%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$54K -$3.63K -152 -7%
CFG
174
Citizens Financial Group
Rhode Island
$53K
APA
175
American Portfolios Advisors
New York
$52.6K