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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
201
Sheets Smith Wealth Management
North Carolina
$818K
DOA
202
D'Orazio & Associates
Virginia
$810K +$39K +1,972 +5%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$790K +$19.6K +990 +3%
Truist Financial
204
Truist Financial
North Carolina
$772K +$81.4K +4,113 +12%
YCM
205
Yousif Capital Management
Michigan
$771K -$139K -7,035 -16%
RS
206
R Squared
Hong Kong
$755K +$278K +14,018 +62%
RWP
207
RWA Wealth Partners
Massachusetts
$727K
CCIA
208
Campbell & Co Investment Adviser
Maryland
$725K -$4.01M -202,782 -85%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$719K +$173K +8,750 +33%
JWCA
210
J.W. Cole Advisors
Florida
$714K +$684K +34,543 New
BWM
211
Baron Wealth Management
Michigan
$712K +$29.6K +1,496 +5%
CIA
212
Concurrent Investment Advisors
Florida
$706K -$49.8K -2,513 -7%
PA
213
Profund Advisors
Maryland
$703K -$165K -8,348 -20%
DWT
214
Dorsey & Whitney Trust
South Dakota
$692K +$62.2K +3,140 +10%
AWA
215
Aaron Wealth Advisors
Illinois
$690K -$13.5K -681 -2%
BWM
216
BKM Wealth Management
Wisconsin
$689K +$660K +33,350 New
P
217
&Partners
Tennessee
$681K +$85.3K +4,307 +15%
DAS
218
Diversify Advisory Services
Utah
$680K +$60.6K +3,059 +11%
BP
219
Ballentine Partners
Massachusetts
$673K -$12.8K -647 -2%
SC
220
Syon Capital
California
$669K +$121K +6,087 +23%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$667K +$21.5K +1,084 +3%
GCM
222
Gallacher Capital Management
Colorado
$663K +$47.1K +2,379 +8%
HH
223
Hilltop Holdings
Texas
$651K +$79K +3,991 +15%
VCM
224
Voleon Capital Management
California
$636K +$609K +30,761 New
Envestnet Portfolio Solutions
225
Envestnet Portfolio Solutions
Illinois
$634K +$48.9K +2,471 +9%