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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
201
Wealthstreet Investment Advisors
Texas
$582K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$579K +$11.6K +644 +2%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$577K -$50.5K -2,795 -8%
DWM
204
Dorchester Wealth Management
Quebec, Canada
$577K +$9.71K +537 +2%
DT
205
Diversified Trust
Tennessee
$575K +$7.79K +431 +1%
SCM
206
Sterneck Capital Management
Missouri
$568K -$10.9K -602 -2%
EVM
207
Eaton Vance Management
Massachusetts
$566K +$99.5K +5,502 +22%
SBIA
208
Sheaff Brock Investment Advisors
Indiana
$565K +$3.07K +170 +0.6%
QIM
209
Quantitative Investment Management
Virginia
$562K -$571K -31,584 -51%
CFO
210
Collective Family Office
Pennsylvania
$562K -$10.8K -600 -2%
IFG
211
Independent Financial Group
California
$560K +$276K +15,285 +101%
TNB
212
Thomasville National Bank
Georgia
$553K +$13.3K +736 +2%
AC
213
Apogem Capital
New York
$545K +$5.42M +300,000 New
IB
214
Intrust Bank
Kansas
$541K +$24.4K +1,347 +5%
IRC
215
Investors Research Corp
Georgia
$528K -$3.27K -181 -0.6%
KPWS
216
Kestra Private Wealth Services
Texas
$523K +$112K +6,206 +28%
BWA
217
BDO Wealth Advisors
Florida
$523K +$513K +28,385 New
KCPG
218
Kavar Capital Partners Group
Kansas
$521K -$27.1K -1,500 -5%
QI
219
Qtron Investments
Massachusetts
$519K +$111K +6,126 +28%
EAM
220
Eagle Asset Management
Florida
$519K +$501K +27,723 New
KeyBank National Association
221
KeyBank National Association
Ohio
$512K +$10.1K +561 +2%
Prudential Financial
222
Prudential Financial
New Jersey
$507K -$27.9K -1,545 -5%
HIC
223
Holderness Investments Company
North Carolina
$505K -$9.4K -520 -2%
AWM
224
Altium Wealth Management
New York
$501K +$31.2K +1,726 +7%
CSS
225
Cubist Systematic Strategies
Connecticut
$494K -$579K -32,014 -54%