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Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
151
Capital World Investors
California
$292K
SWS
152
SYSTM Wealth Solutions
Illinois
$292K +$277K +9,758 New
BCM
153
Bayesian Capital Management
New York
$287K -$206K -7,250 -43%
YCM
154
Yousif Capital Management
Michigan
$283K
M&T Bank
155
M&T Bank
New York
$270K -$22.2K -780 -8%
Mariner
156
Mariner
Kansas
$266K -$218K -7,670 -46%
GCM
157
Gallacher Capital Management
Colorado
$264K +$251K +8,840 New
VAS
158
Vestmark Advisory Solutions
Massachusetts
$255K +$242K +8,530 New
IA
159
Inspire Advisors
Idaho
$247K +$234K +8,255 New
UBS Group
160
UBS Group
Switzerland
$235K +$25.6K +902 +13%
HFM
161
Hartford Funds Management
Pennsylvania
$222K +$211K +7,413 New
PWPS
162
Pinnacle Wealth Planning Services
Ohio
$213K +$202K +7,113 New
Simplex Trading
163
Simplex Trading
Illinois
$212K +$201K +7,090 New
ZB
164
Zions Bancorporation
Utah
$206K -$38.2K -1,345 -16%
HIA
165
Harbor Investment Advisory
Maryland
$182K -$2.98K -105 -2%
CQS
166
Credential Qtrade Securities
$165K -$24.6K -867 -14%
CS
167
Comerica Securities
Michigan
$162K +$154K +5,408 New
HNB
168
Huntington National Bank
Ohio
$131K -$20.7K -730 -14%
BTI
169
Blue Trust Inc
Georgia
$120K +$70K +2,465 +91%
CLOS
170
Compagnie Lombard Odier SCmA
Switzerland
$105K
TPCW
171
TD Private Client Wealth
New York
$85.5K +$7.95K +280 +11%
Ninety One (UK)
172
Ninety One (UK)
United Kingdom
$82.6K -$2.01M -70,625 -96%
SC
173
Stephens Consulting
Michigan
$74.8K
TAIM
174
TD Ameritrade Investment Management
Nebraska
$70K -$21.9K -770 -25%
IA
175
IFP Advisors
Florida
$70K -$16K -565 -28%