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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Prelude Capital Management
New York
$35K +$31.4K +2,606 New
PMFA
227
Plante Moran Financial Advisors
Michigan
$31K – – –
Nomura Asset Management
228
Nomura Asset Management
Japan
$30K +$26.5K +2,200 New
PK
229
Pflug Koory
Nebraska
$28K +$33.8K +2,805 New
RFA
230
Reilly Financial Advisors
California
$27K +$24.1K +2,000 New
FWM
231
Focused Wealth Management
New York
$23K – – –
AssetMark Inc
232
AssetMark Inc
California
$22K – – –
SFG
233
SevenBridge Financial Group
Pennsylvania
$22K – – –
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$16K +$12.1K +1,000 +840%
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$12K -$6.28K -520 -37%
HWP
236
Hefty Wealth Partners
Indiana
$11K – – –
VCM
237
Versant Capital Management
Arizona
$11K – – –
LWA
238
Lenox Wealth Advisors
New York
$10K – – –
JWA
239
JFS Wealth Advisors
Pennsylvania
$10K +$48 +4 +0.5%
AIL
240
AGF Investments LLC
Ontario, Canada
$10K +$8.9K +738 New
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$9K -$1.18K -98 -12%
FHA
242
First Horizon Advisors
Tennessee
$8K – – –
GWM
243
Geneos Wealth Management
Colorado
$8K +$12 +1 +0.2%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$7K – – –
HPBT
245
High Point Bank & Trust
North Carolina
$7K – – –
MCA
246
Mercer Capital Advisers
New Jersey
$7K – – –
SSB
247
Sandy Spring Bank
Maryland
$7K – – –
FMP
248
Financial Management Professionals
Texas
$5K – – –
GAM
249
Gemmer Asset Management
California
$4K – – –
CAL
250
Capital Advisors Ltd
Ohio
$3K – – –