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Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Cetera Advisors
Colorado
$537K -$131K -680 -20%
MCM
377
Manchester Capital Management
Vermont
$529K +$535K +2,768 New
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$529K +$93K +481 +21%
TW
379
TrinityPoint Wealth
Connecticut
$520K +$6.76K +35 +1%
OIA
380
OneDigital Investment Advisors
Kansas
$516K +$521K +2,695 New
GCC
381
Guardian Capital (Canada)
Ontario, Canada
$511K -$60.5K -313 -10%
BCV
382
Banque Cantonale Vaudoise
Switzerland
$498K
WF
383
Welch & Forbes
Massachusetts
$495K
First Manhattan
384
First Manhattan
New York
$494K -$12.6K -65 -2%
MCA
385
Magnolia Capital Advisors
Mississippi
$485K +$25.7K +133 +6%
FTDI
386
First Trust Direct Indexing
Massachusetts
$482K +$387 +2 +0.1%
GT
387
Glenview Trust
Kentucky
$479K +$61.3K +317 +14%
HFAS
388
Hummer Financial Advisory Services
Illinois
$478K
SIA
389
SkyView Investment Advisors
New Jersey
$465K +$86.4K +447 +23%
RWM
390
Revisor Wealth Management
Ohio
$459K +$464K +2,400 New
DGAM
391
Desjardins Global Asset Management
Quebec, Canada
$458K -$17.2K -89 -4%
SEM
392
Suncoast Equity Management
Florida
$454K +$1.93K +10 +0.4%
BC
393
Bowman & Company
Wisconsin
$454K +$124K +643 +37%
VI
394
Vestcor Inc
New Brunswick, Canada
$451K -$2.71K -14 -0.6%
BTWM
395
Baker Tilly Wealth Management
Wisconsin
$447K +$2.9K +15 +0.6%
KFP
396
KB Financial Partners
New Jersey
$443K +$70.9K +367 +19%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$440K -$23K -119 -5%
TMAM
398
Tokio Marine Asset Management
Japan
$436K +$79K +409 +22%
MAP
399
Moody Aldrich Partners
Massachusetts
$434K -$387 -2 -0.1%
LFAS
400
Level Four Advisory Services
Texas
$419K +$18.2K +94 +4%