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Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Commerzbank Aktiengesellschaft
Germany
$354K – – –
SSWM
177
Sheets Smith Wealth Management
North Carolina
$320K +$286K +1,868 New
MA
178
Minerva Advisors
Pennsylvania
$309K -$1.17M -7,652 -81%
UFF
179
USA Financial Formulas
Michigan
$304K +$272K +1,777 New
SIA
180
Sit Investment Associates
Minnesota
$295K – – –
SBA
181
Seven Bridges Advisors
New York
$292K -$76.3K -498 -23%
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$289K +$259K +1,690 New
AssetMark Inc
183
AssetMark Inc
California
$288K +$3.22K +21 +1%
Legal & General Group
184
Legal & General Group
United Kingdom
$283K +$254K +1,655 New
WIS
185
Wright Investors Service
Connecticut
$282K -$613 -4 -0.2%
UCFA
186
United Capital Financial Advisors
Texas
$274K +$245K +1,600 New
Two Sigma Investments
187
Two Sigma Investments
New York
$267K -$14.9M -97,024 -98%
Truist Financial
188
Truist Financial
North Carolina
$264K -$170K -1,113 -42%
QSS
189
Quantitative Systematic Strategies
Florida
$263K -$882K -5,756 -79%
PCFFS
190
Pacific Center for Financial Services
California
$262K -$15.3K -100 -6%
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
$256K -$2.6M -16,966 -92%
GT
192
Greenleaf Trust
Michigan
$249K +$223K +1,454 New
ID
193
Integral Derivatives
New York
$242K -$126K -825 -37%
Vanguard Group
194
Vanguard Group
Pennsylvania
$235K -$153K -1,000 -42%
RWP
195
RWA Wealth Partners
Massachusetts
$229K +$205K +1,337 New
CLM
196
ClearBridge LLC (Maryland)
Maryland
$225K +$2.6K +17 +1%
IWA
197
Intercontinental Wealth Advisors
Texas
$218K +$195K +1,273 New
NIM
198
Northeast Investment Management
Massachusetts
$209K +$187K +1,218 New
EWM
199
Endurance Wealth Management
Rhode Island
$188K +$169K +1,100 New
CAW
200
Cornerstone Advisors (Washington)
Washington
$180K -$6.13K -40 -4%