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Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
226
R.H. Bluestein & Co
Michigan
$518K
PA
227
Pinnacle Associates
New York
$516K +$26.6K +2,050 +6%
EVM
228
Eaton Vance Management
Massachusetts
$507K -$8.58K -660 -2%
PGIM
229
Pacific Global Investment Management
California
$494K +$69.7K +5,360 +18%
CAAS
230
Capital Asset Advisory Services
Michigan
$491K -$2.08K -160 -0.5%
ECM
231
ETrade Capital Management
Virginia
$491K +$145K +11,185 +46%
LSAG
232
Lake Street Advisors Group
New Hampshire
$486K +$23.5K +1,805 +5%
EI
233
Ethic Inc
New York
$485K +$217K +16,705 +91%
TFS
234
TrustCore Financial Services
Tennessee
$478K +$6.5K +500 +1%
GIM
235
Grassi Investment Management
California
$477K +$71.1K +5,475 +19%
MS
236
Mizuho Securities
Japan
$477K +$524K +40,305 New
OFS
237
OneAscent Financial Services
Alabama
$471K +$25.4K +1,955 +6%
KM
238
Kalos Management
Georgia
$470K
AAM
239
Advisors Asset Management
Colorado
$470K +$33.3K +2,565 +8%
NERM
240
New England Research & Management
Illinois
$465K +$437K +33,600 New
IFG
241
Independent Financial Group
California
$462K +$435K +33,445 New
MNG
242
Manning & Napier Group
New York
$459K -$131M -10,099,870 -100%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$451K -$5.91K -455 -1%
Vanguard Personalized Indexing Management
244
Vanguard Personalized Indexing Management
California
$449K +$108K +8,300 +34%
BP
245
Ballentine Partners
Massachusetts
$446K +$15K +1,155 +4%
WA
246
Wealth Alliance
New York
$445K +$419K +32,210 New
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$444K +$199K +15,350 +91%
AT
248
Arden Trust
Delaware
$442K +$191K +14,710 +85%
EGM
249
Engineers Gate Manager
New York
$441K +$415K +31,900 New
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
$439K +$10.4K +800 +3%