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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$274K +$256K +43,933 New
QCG
77
Quadrant Capital Group
Ohio
$273K +$10.7K +1,842 +4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$270K -$4.94K -848 -2%
Truist Financial
79
Truist Financial
North Carolina
$265K -$165K -28,287 -39%
ECM
80
Evergreen Capital Management
Washington
$248K -$4.38K -752 -2%
CPBTD
81
Central Pacific Bank - Trust Division
Hawaii
$243K +$236K +40,500 New
Franklin Resources
82
Franklin Resources
California
$223K -$22.2K -3,813 -9%
AAM
83
AR Asset Management
California
$222K
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$208K -$2.98K -512 -1%
FRM
85
Fox Run Management
Connecticut
$207K +$199K +34,257 New
CAM
86
Cresset Asset Management
Illinois
$199K -$38.8K -6,667 -17%
YCM
87
Yousif Capital Management
Michigan
$196K
FB
88
Fulton Bank
Pennsylvania
$194K +$187K +32,079 New
UBS Group
89
UBS Group
Switzerland
$187K +$78.8K +13,533 +78%
SFC
90
Strategic Financial Concepts
Texas
$187K +$3.14K +540 +2%
UCFA
91
United Capital Financial Advisors
Texas
$184K -$8.17K -1,403 -4%
RC
92
RBF Capital
California
$182K
AWS
93
Atria Wealth Solutions
New York
$179K -$2.94K -506 -2%
GSC
94
Grey Street Capital
Illinois
$161K +$155K +26,671 New
TF
95
Trek Financial
Arizona
$158K -$7.15K -1,229 -4%
AC
96
AXQ Capital
New Jersey
$158K +$152K +26,100 New
LSAG
97
Lake Street Advisors Group
New Hampshire
$152K +$3.2K +549 +2%
GT
98
Glenmede Trust
Pennsylvania
$150K +$13.2K +2,265 +10%
PSP
99
Principal Street Partners
Tennessee
$149K
FIM
100
Freedom Investment Management
Connecticut
$146K +$1.82K +312 +1%