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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$53K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$52K +$4.09K +91 +8%
FMA
228
FNY Managed Accounts
New York
$48K +$48.6K +1,081 New
NCM
229
Nelson Capital Management
California
$42K
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$30K -$1.8K -40 -6%
FHA
231
First Horizon Advisors
Tennessee
$27K
TIM
232
Tortoise Investment Management
New York
$23K
BC
233
Bartlett & Co
Ohio
$22K
IWM
234
IHT Wealth Management
Illinois
$22K
JFGIW
235
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K -$2.25K -50 -10%
BIG
236
Bellwether Investment Group
Tennessee
$21K -$180 -4 -0.8%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$19K -$61.5K -1,367 -76%
FIB
238
First Interstate Bank
Montana
$18K
DADC
239
D.A. Davidson & Co
Montana
$16K -$59.1K -1,314 -78%
VCM
240
Versant Capital Management
Arizona
$16K -$90 -2 -0.5%
TRCT
241
Tower Research Capital (TRC)
New York
$14K -$52.4K -1,165 -78%
ADL
242
Asset Dedication LLC
California
$12K
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$12K
TDC
244
Thompson Davis & Co
Virginia
$12K +$45 +1 +0.4%
HNB
245
Huntington National Bank
Ohio
$11K -$67.5K -1,500 -86%
WCBA
246
Weaver C. Barksdale & Associates
Tennessee
$11K +$855 +19 +8%
SPIA
247
Steward Partners Investment Advisory
New York
$10K
CG
248
Cutler Group
California
$9K -$158K -3,513 -94%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$9K -$32.5K -723 -79%
AIL
250
AGF Investments LLC
Ontario, Canada
$9K -$9.54K -212 -52%