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SFIX

Stitch Fix

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
201
Kistler-Tiffany Companies
Pennsylvania
$143K -$222K -3,159 -52%
TC
202
Truvestments Capital
Florida
$133K +$36.5K +518 +24%
LSA
203
Leonteq Securities AG
Switzerland
$124K +$176K +2,500 New
IAIM
204
International Assets Investment Management
Florida
$122K +$95.1K +1,350 +144%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$120K -$149K -2,116 -47%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$115K -$8.8K -125 -5%
SPIA
207
Steward Partners Investment Advisory
New York
$95K +$135K +1,917 New
NIMI
208
Natixis Investment Managers International
France
$83K -$56.5K -802 -32%
NFSG
209
Newbridge Financial Services Group
Florida
$66K -$77.5K -1,100 -45%
HWA
210
HHM Wealth Advisors
Tennessee
$64K
FA
211
Financial Avengers
California
$54K -$42.2K -600 -35%
CBT
212
CoreFirst Bank & Trust
Kansas
$52K
PHK
213
Point72 Hong Kong
Hong Kong
$51K -$50.8K -721 -41%
BC
214
Burleson & Co
California
$50K +$70.4K +1,000 New
VFA
215
Valeo Financial Advisors
Indiana
$48K -$18.9K -268 -22%
GA
216
GoalVest Advisory
New York
$31K
Fidelity Investments
217
Fidelity Investments
Massachusetts
$30K +$3.31K +47 +8%
SWM
218
Spire Wealth Management
Virginia
$29K +$41.3K +587 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$27K
LTI
220
Laffer Tengler Investments
Tennessee
$26.3K +$37.3K +530 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$26K +$1.41K +20 +4%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$19K
HNB
223
Huntington National Bank
Ohio
$16K
US Bancorp
224
US Bancorp
Minnesota
$16K +$12.5K +177 +122%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$14K +$20.4K +290 New