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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
426
Everence Capital Management
Indiana
$251K +$275K +2,710 New
WFA
427
Wellspring Financial Advisors
Ohio
$251K
ANTB
428
AMG National Trust Bank
Colorado
$251K -$2.23K -22 -0.8%
PNC Financial Services Group
429
PNC Financial Services Group
Pennsylvania
$245K +$14.1K +139 +6%
OIA
430
OneDigital Investment Advisors
Kansas
$239K -$84.7K -836 -24%
Los Angeles Capital Management
431
Los Angeles Capital Management
California
$239K
Walleye Trading
432
Walleye Trading
New York
$234K +$256K +2,526 New
GPW
433
Genesis Private Wealth
Virginia
$234K +$256K +2,523 New
PP
434
Prudential plc
United Kingdom
$227K
OWA
435
One Wealth Advisors
California
$226K
CI Investments Inc
436
CI Investments Inc
Ontario, Canada
$226K +$186K +1,840 +306%
NCFG
437
New Century Financial Group
New Jersey
$224K -$13.3K -131 -5%
IWC
438
Integrated Wealth Concepts
Massachusetts
$222K +$20K +197 +9%
LSA
439
Lion Street Advisors
Texas
$217K -$22.9K -226 -9%
CFAM
440
Center For Asset Management
Florida
$217K +$238K +2,345 New
AT
441
American Trust
Kentucky
$217K +$3.14K +31 +1%
CGIM
442
Capital Group Investment Management
Singapore
$209K +$228K +2,255 New
American Century Companies
443
American Century Companies
Missouri
$206K -$532K -5,257 -70%
Jones Financial Companies
444
Jones Financial Companies
Missouri
$194K +$81.3K +803 +62%
CT
445
Caldwell Trust
Florida
$185K
SOW
446
State of Wyoming
Wyoming
$184K +$201K +1,985 New
PIM
447
Plato Investment Management
Australia
$169K +$184K +1,820 New
SWM
448
Spire Wealth Management
Virginia
$169K +$1.52K +15 +0.8%
VWM
449
Venturi Wealth Management
Texas
$161K +$151K +1,495 +618%
LS
450
Livforsakringsbolaget Skandia
Sweden
$148K