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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
201
Nations Financial Group
Iowa
$515K +$6K +122 +1%
CGH
202
Crossmark Global Holdings
Texas
$514K -$12.1M -247,022 -96%
Franklin Resources
203
Franklin Resources
California
$511K -$693K -14,092 -57%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$505K -$9.04K -184 -2%
VRS
205
Virginia Retirement Systems
Virginia
$505K +$280K +5,700 +119%
IRC
206
Investors Research Corp
Georgia
$486K
QP
207
Quartz Partners
New York
$479K -$37.7K -768 -7%
WIA
208
World Investment Advisors
California
$475K +$10.8K +219 +2%
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$468K -$24.5M -497,543 -98%
CAM
210
Carret Asset Management
New York
$467K
BFM
211
Boothbay Fund Management
New York
$463K +$473K +9,623 New
MM
212
MQS Management
New York
$451K +$211K +4,292 +84%
FGP
213
Freestone Grove Partners
California
$451K +$461K +9,383 New
CWM
214
CIBC World Markets
New York
$445K +$455K +9,264 New
WAM
215
Watershed Asset Management
California
$444K +$453K +9,226 New
Truist Financial
216
Truist Financial
North Carolina
$443K -$85K -1,730 -16%
XT
217
XTX Topco
Cayman Islands
$443K +$186K +3,779 +69%
SPIA
218
Steward Partners Investment Advisory
New York
$440K -$43.4K -882 -9%
JSW
219
Journey Strategic Wealth
New Jersey
$432K -$13.8K -280 -3%
UCFA
220
United Capital Financial Advisors
Texas
$428K -$11.1K -226 -2%
QCG
221
Quadrant Capital Group
Ohio
$422K +$9.04K +184 +2%
AWA
222
Aaron Wealth Advisors
Illinois
$421K +$18.7K +381 +5%
PCM
223
Prelude Capital Management
New York
$420K +$429K +8,734 New
P
224
&Partners
Tennessee
$411K +$148K +3,010 +54%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$392K +$108K +2,193 +37%