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Name Holding Trade Value Shares
Change
Change in
Stake
QSS
251
Quantitative Systematic Strategies
Florida
$790K -$1.83M -87,406 -72%
TFA
252
Teamwork Financial Advisors
Texas
$782K -$436K -20,862 -38%
CLOS
253
Compagnie Lombard Odier SCmA
Switzerland
$753K +$20.9K +1,000 +3%
HC
254
Henshaw Capital
Massachusetts
$717K +$283K +13,532 +76%
RIA
255
Recurrent Investment Advisors
Texas
$713K -$190K -9,100 -23%
APA
256
American Portfolios Advisors
New York
$705K +$37.8K +1,807 +6%
SPIA
257
Steward Partners Investment Advisory
New York
$677K +$190K +9,100 +44%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$668K -$14.6K -697 -2%
GT
259
Greenleaf Trust
Michigan
$665K +$21.2K +1,012 +4%
IWA
260
Intercontinental Wealth Advisors
Texas
$661K +$605K +28,962 New
PMAM
261
Penn Mutual Asset Management
Pennsylvania
$660K
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$659K -$93.5K -4,471 -13%
FAM
263
Fulcrum Asset Management
United Kingdom
$649K
KWILP
264
Kiwi Wealth Investments Limited Partnership
New Zealand
$606K +$556K +26,581 New
BCV
265
Banque Cantonale Vaudoise
Switzerland
$602K +$22.6K +1,082 +4%
OC
266
Oppenheimer & Co
New York
$599K +$171K +8,184 +45%
FA
267
FDx Advisors
Illinois
$597K +$547K +26,181 New
Manulife (Manufacturers Life Insurance)
268
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$591K
QFA
269
Quattro Financial Advisors
Texas
$560K -$523K -25,000 -50%
Charles Schwab
270
Charles Schwab
California
$556K -$61.3K -2,930 -11%
CAM
271
Cresset Asset Management
Illinois
$556K +$502K +24,034 New
SCA
272
Snowden Capital Advisors
New York
$556K +$509K +24,361 New
MOS
273
MGO One Seven
Ohio
$553K +$46.9K +2,241 +10%
Creative Planning
274
Creative Planning
Kansas
$548K +$233K +11,133 +86%
CCG
275
Cloverfields Capital Group
Minnesota
$540K +$4.98K +238 +1%