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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
Sax Wealth Advisors
New Jersey
$774K – – –
Fifth Third Bancorp
527
Fifth Third Bancorp
Ohio
$772K +$9.57K +32 +1%
MFW
528
Meristem Family Wealth
Minnesota
$764K -$199K -664 -19%
GC
529
Grace Capital
Massachusetts
$764K – – –
BIAS
530
Beacon Investment Advisory Services
New Jersey
$763K +$13.8K +46 +2%
S
531
SignatureFD
Georgia
$757K -$58.3K -195 -6%
SC
532
Shay Capital
New York
$752K +$854K +2,857 New
SPIA
533
Steward Partners Investment Advisory
New York
$742K +$607K +2,028 +256%
CCM
534
Conway Capital Management
California
$741K -$159K -530 -16%
IRF
535
IBM Retirement Fund
New York
$730K -$581K -1,942 -41%
Brown Advisory
536
Brown Advisory
Maryland
$728K +$71.2K +238 +9%
IA
537
IndexIQ Advisors
New York
$727K -$4.19K -14 -0.5%
GAG
538
GM Advisory Group
New York
$722K -$37.1K -124 -4%
DADC
539
D.A. Davidson & Co
Montana
$720K +$8.97K +30 +1%
AP
540
Atlas Principals
North Carolina
$719K -$1.58M -5,270 -66%
Chevy Chase Trust
541
Chevy Chase Trust
Maryland
$715K – – –
NIM
542
NuWave Investment Management
New Jersey
$714K +$810K +2,710 New
AAS
543
Avantax Advisory Services
Texas
$695K -$70.3K -235 -8%
ACA
544
Affinity Capital Advisors
California
$694K -$38.3K -128 -5%
SGA
545
Seaport Global Advisors
Massachusetts
$694K +$788K +2,634 New
WDC
546
Woodward Diversified Capital
California
$687K -$9.57K -32 -1%
VF
547
Virtu Financial
New York
$683K -$3.51M -11,736 -82%
SMH
548
Sanders Morris Harris
Texas
$680K – – –
BC
549
Brookfield Corp
Ontario, Canada
$675K -$3.73M -12,471 -83%
HCA
550
Harbour Capital Advisors
Virginia
$666K -$17K -57 -2%