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Name Holding Trade Value Shares
Change
Change in
Stake
SBA
201
Seven Bridges Advisors
New York
$296K – – –
PCG
202
Private Capital Group
Connecticut
$295K +$299K +1,697 New
AP
203
Advisor Partners
California
$292K +$250K +1,419 New
AssetMark Inc
204
AssetMark Inc
California
$286K -$6.35K -36 -2%
WVP
205
Worth Venture Partners
New Jersey
$278K +$282K +1,600 New
GT
206
Greenleaf Trust
Michigan
$272K +$19.9K +113 +8%
PCFFS
207
Pacific Center for Financial Services
California
$266K – – –
Two Sigma Advisers
208
Two Sigma Advisers
New York
$266K +$270K +1,533 New
GIM
209
Granahan Investment Management
Massachusetts
$243K -$260K -1,471 -51%
JPG
210
Jordan Park Group
California
$240K +$244K +1,382 New
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$238K +$242K +1,371 New
Pacer Advisors
212
Pacer Advisors
Pennsylvania
$234K +$237K +1,346 New
Truist Financial
213
Truist Financial
North Carolina
$233K -$35.6K -202 -13%
RWP
214
RWA Wealth Partners
Massachusetts
$232K – – –
CA
215
Calton & Associates
Florida
$224K +$193K +1,092 New
AIP
216
Ameritas Investment Partners
Nebraska
$224K +$227K +1,289 New
MWM
217
Mission Wealth Management
California
$222K +$226K +1,279 New
NIM
218
Northeast Investment Management
Massachusetts
$213K +$1.06K +6 +0.5%
First Manhattan
219
First Manhattan
New York
$201K +$204K +1,158 New
HFP
220
Holistic Financial Partners
Indiana
$158K +$160K +908 New
QCG
221
Quadrant Capital Group
Ohio
$129K +$1.06K +6 +0.8%
SQA
222
Simon Quick Advisors
New Jersey
$124K -$4.06K -23 -4%
MOS
223
MGO One Seven
Ohio
$117K +$119K +675 New
DG
224
Delek Group
Israel
$111K +$113K +640 New
CLM
225
ClearBridge LLC (Maryland)
Maryland
$109K -$122K -689 -52%