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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
626
Cullen/Frost Bankers
Texas
$544K +$37.6K +665 +9%
GCAC
627
Guardian Capital Advisors (Canada)
Ontario, Canada
$538K -$797K -14,100 -63%
RSWM
628
Robertson Stephens Wealth Management
California
$538K -$26.6K -470 -5%
DG
629
DMC Group
Alabama
$534K -$15.6K -276 -3%
GG
630
Golden Green
South Carolina
$532K +$466K +8,241 New
LSPW
631
Lake Street Private Wealth
Illinois
$531K -$64.2K -1,135 -12%
IHL
632
Investment House LLC
California
$528K -$2.83K -50 -0.6%
IIA
633
IPG Investment Advisors
California
$528K +$462K +8,171 New
SLAM
634
Swiss Life Asset Management
$527K -$95.2K -1,684 -17%
OIM
635
Oder Investment Management
California
$526K -$111K -1,971 -19%
TFM
636
TFC Financial Management
Massachusetts
$526K
MC
637
Moors & Cabot
Massachusetts
$524K -$1.53K -27 -0.3%
Fifth Third Bancorp
638
Fifth Third Bancorp
Ohio
$523K +$15.4K +273 +3%
LC
639
Lindbrook Capital
California
$522K +$7.18K +127 +2%
SBIA
640
Sheaff Brock Investment Advisors
Indiana
$520K +$396 +7 +0.1%
STA
641
Summit Trail Advisors
New York
$520K -$283 -5 -0.1%
PWG
642
Portside Wealth Group
Utah
$520K +$455K +8,043 New
WCAMG
643
Woodard & Company Asset Management Group
North Carolina
$519K +$678 +12 +0.1%
RSA
644
River Street Advisors
Illinois
$519K
SS
645
Simplicity Solutions
Minnesota
$516K -$823K -14,561 -65%
BFG
646
Bleakley Financial Group
New Jersey
$516K +$65.2K +1,154 +17%
BSW
647
Buckingham Strategic Wealth
Missouri
$513K -$509 -9 -0.1%
PP
648
PDS Planning
Ohio
$511K +$85.2K +1,507 +24%
Fiera Capital (Canada)
649
Fiera Capital (Canada)
Quebec, Canada
$504K -$15.2K -268 -3%
LNC
650
Lincoln National Corp
Pennsylvania
$501K -$94.6K -1,674 -18%