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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
101
Contravisory Investment Management
Massachusetts
$216K +$209K +33,803 New
Truist Financial
102
Truist Financial
North Carolina
$211K +$95.1K +15,369 +87%
UCFA
103
United Capital Financial Advisors
Texas
$210K -$6.59K -1,065 -3%
YCM
104
Yousif Capital Management
Michigan
$207K
SYBT
105
Stock Yards Bank & Trust
Kentucky
$202K -$91.8K -14,835 -32%
RC
106
RBF Capital
California
$192K
CA
107
Claro Advisors
Massachusetts
$190K +$2.96K +479 +2%
AWS
108
Atria Wealth Solutions
New York
$188K
FIM
109
Freedom Investment Management
Connecticut
$186K +$2.17K +351 +1%
NRI
110
NFP Retirement Inc
California
$179K
DAS
111
Diversify Advisory Services
Utah
$169K +$161K +26,070 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$165K +$109K +17,588 +215%
EGM
113
Engineers Gate Manager
New York
$164K -$25K -4,041 -14%
PCS
114
Personal CFO Solutions
New Jersey
$161K +$8.11K +1,311 +5%
LSAG
115
Lake Street Advisors Group
New Hampshire
$153K -$142 -23 -0.1%
PCIA
116
Prime Capital Investment Advisors
Kansas
$149K -$1.68K -271 -1%
OL
117
Optas LLC
Texas
$146K +$72.5K +11,719 +105%
SRC
118
Sage Rhino Capital
California
$146K -$582 -94 -0.4%
SFA
119
Sequoia Financial Advisors
Ohio
$145K -$25 -4 -0%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$144K -$424K -68,571 -75%
SC
121
Syon Capital
California
$143K +$15.1K +2,445 +12%
BHPW
122
Beverly Hills Private Wealth
California
$142K -$39K -6,307 -22%
CCIA
123
Campbell & Co Investment Adviser
Maryland
$139K +$41.9K +6,776 +45%
PSP
124
Principal Street Partners
Tennessee
$138K
AWM
125
AE Wealth Management
Kansas
$130K -$1.8K -291 -1%