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