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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
401
Schechter Investment Advisors
Michigan
$251K +$15.7K +320 +7%
FF
402
Fluent Financial
Texas
$248K +$229K +4,685 New
PA
403
Profund Advisors
Maryland
$245K +$226K +4,622 New
LOPW
404
Live Oak Private Wealth
North Carolina
$242K – – –
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$236K -$67K -1,369 -23%
KC
406
Kepos Capital
New York
$235K +$217K +4,441 New
AIMCA
407
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$233K – – –
SP
408
Symmetry Partners
Connecticut
$229K – – –
PRS
409
Pinkerton Retirement Specialists
Idaho
$222K -$4.6K -94 -2%
BRWA
410
B. Riley Wealth Advisors
Florida
$221K -$8.95K -183 -4%
HBT
411
Hills Bank & Trust
Iowa
$218K -$24.5K -500 -11%
HI
412
Horizon Investments
North Carolina
$218K +$13.5K +277 +7%
OCBCO
413
Oversea-Chinese Banking Corp (OCBC)
Singapore
$218K -$2.79K -57 -1%
BFO
414
Boston Family Office
Massachusetts
$216K – – –
SVCP
415
Silicon Valley Capital Partners
California
$214K – – –
PA
416
Procyon Advisors
Connecticut
$213K -$196 -4 -0.1%
MGIA
417
Moneta Group Investment Advisors
Missouri
$212K -$20.2K -414 -9%
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$212K – – –
CIA
419
Cladis Investment Advisory
Montana
$212K – – –
GIA
420
Gateway Investment Advisers
Ohio
$211K -$4.65K -95 -2%
CWM
421
Connecticut Wealth Management
Connecticut
$208K -$6.07K -124 -3%
RZH
422
Relyea Zuckerberg Hanson
Connecticut
$207K +$192K +3,916 New
CIP
423
Capital Insight Partners
Arizona
$206K +$191K +3,900 New
MSFS
424
Main Street Financial Solutions
Pennsylvania
$205K +$189K +3,865 New
JMPWA
425
JP Morgan Private Wealth Advisors
California
$202K -$93K -1,902 -33%