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Name Holding Trade Value Shares
Change
Change in
Stake
PS
526
Principal Securities
Iowa
$236K +$106K +580 +73%
AC
527
Avestar Capital
New York
$235K +$17.5K +96 +8%
HI
528
Harbour Investments
Wisconsin
$234K +$3.83K +21 +2%
WMWM
529
Whitaker-Myers Wealth Managers
Ohio
$233K +$249K +1,363 New
HIP
530
HUB Investment Partners
Texas
$231K -$913 -5 -0.4%
SW
531
SteelPeak Wealth
California
$228K -$1.83K -10 -0.7%
PCIA
532
Prime Capital Investment Advisors
Kansas
$223K -$22.8K -125 -9%
EFA
533
Evernest Financial Advisors
Indiana
$222K +$237K +1,300 New
CMBA
534
C.M. Bidwell & Associates
Hawaii
$220K -$5.48K -30 -2%
VI
535
Versor Investments
New York
$219K +$26.7K +146 +13%
WDG
536
Wealth Dimensions Group
Ohio
$216K -$1.83K -10 -0.8%
AAIS
537
ABN AMRO Investment Solutions
$214K +$229K +1,253 New
CG
538
Caprock Group
Idaho
$210K +$224K +1,228 New
ECM
539
Evergreen Capital Management
Washington
$208K -$731 -4 -0.3%
BWP
540
Baldwin Wealth Partners
Massachusetts
$205K
P
541
Pitcairn
Pennsylvania
$204K +$218K +1,191 New
OCM
542
Objective Capital Management
Ohio
$203K +$216K +1,185 New
OAM
543
Ostrum Asset Management
France
$192K -$45.1K -247 -18%
Fifth Third Bancorp
544
Fifth Third Bancorp
Ohio
$188K +$5.66K +31 +3%
AAF
545
Andra AP-fonden
Sweden
$188K -$1.44M -7,900 -88%
QPBE
546
Quintet Private Bank (Europe)
Luxembourg
$183K +$31K +170 +19%
SVCP
547
Silicon Valley Capital Partners
California
$177K
Bessemer Group
548
Bessemer Group
New Jersey
$176K +$6.94K +38 +4%
S
549
SignatureFD
Georgia
$176K +$24.5K +134 +15%
VSQM
550
V-Square Quantitative Management
Illinois
$174K +$731 +4 +0.4%