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Name Holding Trade Value Shares
Change
Change in
Stake
SC
326
Scotia Capital
Ontario, Canada
$200K -$65.8K -572 -20%
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$191K +$62.4K +542 +33%
CCM
328
Cox Capital Management
Massachusetts
$187K +$161K +1,400 New
JSC
329
Jackson Square Capital
California
$175K
AIG
330
American International Group
New York
$170K -$6.56K -57 -3%
JIR
331
James Investment Research
Ohio
$170K
FHA
332
Flagship Harbor Advisors
Massachusetts
$166K -$59.9K -520 -21%
RFA
333
Reilly Financial Advisors
California
$164K +$215K +1,870 New
SPIA
334
Steward Partners Investment Advisory
New York
$163K +$23.1K +201 +12%
AF
335
Advisornet Financial
Minnesota
$159K +$61K +530 +41%
SF
336
Synovus Financial
Georgia
$152K +$200K +1,737 New
VFA
337
Valeo Financial Advisors
Indiana
$151K -$921 -8 -0.5%
FWM
338
Focused Wealth Management
New York
$144K +$12.7K +110 +7%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$143K +$188K +1,629 New
PFO
340
Pathstone Family Office
New Jersey
$140K -$43.4K -377 -19%
EDRH
341
Edmond de Rothschild Holding
Switzerland
$131K
QI
342
QS Investors
New York
$123K
BAM
343
Belpointe Asset Management
Nevada
$120K +$29.2K +254 +23%
AAP
344
Arax Advisory Partners
Colorado
$110K +$143K +1,240 +6,526%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$109K -$150K -1,299 -51%
GWM
346
Geneos Wealth Management
Colorado
$102K +$55.3K +480 +69%
PNC Financial Services Group
347
PNC Financial Services Group
Pennsylvania
$99K -$42.7K -371 -25%
HWA
348
Heritage Wealth Advisors
Virginia
$95.4K +$1.15K +10 +0.9%
US Bancorp
349
US Bancorp
Minnesota
$93K -$58.6K -509 -32%
MHR
350
Matthew Hamilton Rosenberg
$93K +$122K +1,060 New