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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Valeo Financial Advisors
Indiana
$113K +$110K +2,064 New
WOC
252
West Oak Capital
California
$110K
STA
253
Summit Trail Advisors
New York
$108K +$99K +1,859 New
MFW
254
Mosaic Family Wealth
Missouri
$107K
SO
255
STRS Ohio
Ohio
$107K +$104K +1,952 New
PCM
256
Prelude Capital Management
New York
$101K +$23.7K +445 +32%
AIM
257
ARK Investment Management
Florida
$99K +$96K +1,803 New
BL
258
Balentine LLC
Georgia
$92K
C
259
Cerebellum
California
$88K +$85K +1,596 New
FPFS
260
First Personal Financial Services
North Carolina
$81K -$24.3K -456 -24%
AG
261
Advisor Group
Arizona
$74K -$9.05K -170 -11%
PG
262
Pendal Group
Australia
$70.5K +$68.2K +1,282 New
AIL
263
AGF Investments LLC
Ontario, Canada
$58K +$8.73K +164 +18%
IUHSA
264
Itau Unibanco Holding S.A.
Brazil
$56K -$17.4K -326 -24%
IDBONY
265
Israel Discount Bank of New York
New York
$48K +$46.6K +875 New
QT
266
Quantbot Technologies
New York
$48K +$47.1K +885 New
OWA
267
One Wealth Advisors
California
$40K +$39.1K +735 New
FAM
268
Fred Alger Management
New York
$39K +$38K +713 New
TL
269
TrueWealth LLC
Georgia
$31K +$29.9K +562 New
RWA
270
Ropes Wealth Advisors
Massachusetts
$27K -$27.3K -512 -51%
FHA
271
First Horizon Advisors
Tennessee
$27K
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$24K
EWM
273
Evercore Wealth Management
New York
$23K
PFBT
274
Parkside Financial Bank & Trust
Missouri
$22K
GEA
275
Glen Eagle Advisors
New Jersey
$20.3K