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Name Holding Trade Value Shares
Change
Change in
Stake
KIA
301
Knollwood Investment Advisory
Maryland
$390K – – –
AF
302
Allworth Financial
California
$386K +$387K +3,124 +1,235%
MMA
303
Miracle Mile Advisors
California
$377K -$31K -250 -7%
BP
304
Ballentine Partners
Massachusetts
$366K -$15K -121 -4%
Truist Financial
305
Truist Financial
North Carolina
$360K +$53.7K +434 +16%
AGM
306
Alpine Global Management
New York
$358K +$388K +3,133 New
LGF
307
LGT Group Foundation
Liechtenstein
$357K – – –
IWM
308
IHT Wealth Management
Illinois
$356K -$257K -2,077 -40%
WHG
309
Westwood Holdings Group
Texas
$354K +$384K +3,100 New
Bank of New York Mellon
310
Bank of New York Mellon
New York
$353K -$5.57K -45 -1%
ECSS
311
Eurizon Capital SGR SpA
$346K +$161K +1,301 +75%
BIM
312
Baldwin Investment Management
Pennsylvania
$342K -$13.6K -110 -4%
AM
313
AGF Management
Ontario, Canada
$341K -$313K -2,530 -46%
QCM
314
QRG Capital Management
Illinois
$332K +$28K +226 +8%
GRP
315
Global Retirement Partners
California
$323K +$350K +2,825 New
SOS
316
Silver Oak Securities
Tennessee
$319K – – –
MML Investors Services
317
MML Investors Services
Massachusetts
$317K -$880K -7,109 -72%
VWM
318
Venturi Wealth Management
Texas
$308K -$13.9K -112 -4%
FFA
319
Farther Finance Advisors
California
$306K +$13.6K +110 +4%
AFWM
320
Arta Finance Wealth Management
California
$304K +$11.5K +93 +4%
AI
321
Atria Investments
North Carolina
$302K +$75.8K +612 +30%
Kovitz Investment Group Partners
322
Kovitz Investment Group Partners
Illinois
$300K – – –
JF
323
Jump Financial
Illinois
$290K -$74.8K -604 -19%
KeyBank National Association
324
KeyBank National Association
Ohio
$281K +$305K +2,461 New
AAB
325
ABN AMRO Bank
Netherlands
$280K – – –