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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Values First Advisors
Tennessee
$594K +$555K +13,938 New
Wealth Enhancement Advisory Services
302
Wealth Enhancement Advisory Services
Minnesota
$592K -$91.6K -2,300 -14%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$586K +$72.2K +1,813 +15%
Mariner
304
Mariner
Kansas
$575K -$81.5K -2,046 -13%
ST
305
Somerset Trust
Pennsylvania
$572K -$26.7K -671 -5%
WWA
306
WCG Wealth Advisors
Nevada
$570K +$533K +13,373 New
NG
307
Norden Group
Utah
$561K
DAM
308
Diamant Asset Management
Connecticut
$558K
LAM
309
L2 Asset Management
Massachusetts
$550K +$515K +12,916 New
HH
310
Hilltop Holdings
Texas
$549K +$98.4K +2,469 +24%
AHIA
311
Andrew Hill Investment Advisors
Florida
$549K +$513K +12,871 New
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$546K +$510K +12,800 New
SPIA
313
Steward Partners Investment Advisory
New York
$545K +$2.31K +58 +0.5%
Parallax Volatility Advisers
314
Parallax Volatility Advisers
California
$543K +$164K +4,107 +48%
GCA
315
Greenwood Capital Associates
South Carolina
$542K +$507K +12,717 New
Truist Financial
316
Truist Financial
North Carolina
$542K -$511K -12,824 -50%
HT
317
Headlands Technologies
Illinois
$539K +$223K +5,601 +79%
Rafferty Asset Management
318
Rafferty Asset Management
New York
$539K +$21.2K +531 +4%
OAM
319
Oppenheimer Asset Management
New York
$536K -$57.8K -1,452 -10%
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$529K +$158K +3,977 +47%
PCMH
321
Polymer Capital Management (HK)
Hong Kong
$529K +$494K +12,407 New
AIS
322
AM Investment Strategies
Tennessee
$528K -$12.6K -316 -2%
WWM
323
Whalen Wealth Management
Nevada
$524K +$490K +12,304 New
Creative Planning
324
Creative Planning
Kansas
$524K +$204K +5,109 +71%
CPBTD
325
Central Pacific Bank - Trust Division
Hawaii
$521K +$487K +12,221 New