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Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Mutual Advisors
Nebraska
$1.17M +$127K +365 +14%
FA
502
FDx Advisors
Illinois
$1.16M +$223K +641 +28%
SWA
503
Sax Wealth Advisors
New Jersey
$1.16M
PJSIMP
504
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.16M +$31.2K +90 +3%
DC
505
Davenport & Co
Virginia
$1.16M +$42.4K +122 +4%
GC
506
Grace Capital
Massachusetts
$1.14M
NCL
507
Nishkama Capital LLC
Puerto Rico
$1.14M +$1.01M +2,897 New
GAG
508
GM Advisory Group
New York
$1.14M +$347 +1 +0%
S
509
SignatureFD
Georgia
$1.13M +$24.6K +71 +3%
RIM
510
Redpoint Investment Management
Australia
$1.11M -$303K -874 -24%
WDC
511
Woodward Diversified Capital
California
$1.11M -$301K -868 -24%
GAA
512
Green Alpha Advisors
Colorado
$1.1M +$969K +2,791 New
CCP
513
Corient Capital Partners
California
$1.1M -$45.8K -132 -5%
VFA
514
Values First Advisors
Tennessee
$1.1M +$117K +337 +14%
BAM
515
Blueshift Asset Management
New Jersey
$1.09M -$6.11M -17,604 -86%
IIA
516
IPG Investment Advisors
California
$1.08M -$50K -144 -5%
JIC
517
Joel Isaacson & Co
New York
$1.08M +$17.4K +50 +2%
Chevy Chase Trust
518
Chevy Chase Trust
Maryland
$1.07M -$2.43K -7 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
519
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.07M -$54.2M -156,242 -98%
LOAMS
520
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.07M +$941K +2,710 New
VI
521
Vestcor Inc
New Brunswick, Canada
$1.06M +$932K +2,685 New
AAS
522
Avantax Advisory Services
Texas
$1.06M +$28.5K +82 +3%
KAS
523
Kemnay Advisory Services
New York
$1.06M +$930K +2,680 New
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$1.03M +$300K +865 +49%
DILIC
525
Dai-ichi Life Insurance Company
Japan
$1.03M -$3.12M -9,000 -77%