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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Recurrent Investment Advisors
Texas
$656K +$64.7K +4,570 +10%
IIM
227
InTrack Investment Management
Vermont
$652K +$355K +25,080 +107%
BL
228
Balentine LLC
Georgia
$650K -$406K -28,646 -37%
OMC
229
Old Mission Capital
Illinois
$645K +$680K +48,027 New
SF
230
Summit Financial
New Jersey
$644K +$680K +48,020 New
CAN
231
Cetera Advisor Networks
California
$638K -$137K -9,687 -17%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$637K +$301K +21,246 +81%
LSV Asset Management
233
LSV Asset Management
Illinois
$628K +$179K +12,622 +37%
BCI
234
Brinker Capital Investments
Pennsylvania
$626K -$1.16K -82 -0.2%
OPS
235
Orion Portfolio Solutions
Nebraska
$626K -$1.16K -82 -0.2%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$616K +$119K +8,438 +23%
GI
237
Glovista Investments
New Jersey
$615K -$619K -43,708 -49%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$615K +$64K +4,519 +11%
QT
239
Quantbot Technologies
New York
$610K +$246K +17,377 +62%
CCA
240
Checchi Capital Advisers
California
$610K -$12.9K -911 -2%
PWM
241
Perigon Wealth Management
California
$598K -$308K -21,748 -33%
CAM
242
Cresset Asset Management
Illinois
$598K +$631K +44,562 New
WTG
243
West Tower Group
Virginia
$595K -$1.97M -138,966 -76%
OCBCO
244
Oversea-Chinese Banking Corp (OCBC)
Singapore
$594K -$88.3K -6,235 -12%
EPAM
245
Euro Pacific Asset Management
Puerto Rico
$590K +$27.5K +1,941 +5%
Creative Planning
246
Creative Planning
Kansas
$586K -$607K -42,860 -50%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$579K +$252K +17,791 +70%
XT
248
XTX Topco
Cayman Islands
$572K +$15.2K +1,075 +3%
RWP
249
RWA Wealth Partners
Massachusetts
$557K +$588K +41,498 New
1WA
250
180 Wealth Advisors
Washington
$554K -$73.7K -5,208 -11%