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Name Holding Trade Value Shares
Change
Change in
Stake
BP
176
Ballentine Partners
Massachusetts
$166K +$37K +4,832 +23%
BTI
177
Blue Trust Inc
Georgia
$164K +$86.8K +11,337 +166%
DFCM
178
Dark Forest Capital Management
Puerto Rico
$162K +$194K +25,369 New
BA
179
Bridge Advisory
California
$160K +$214 +28 +0.1%
PCS
180
Personal CFO Solutions
New Jersey
$158K -$850 -111 -0.4%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$157K -$466K -60,925 -71%
WC
182
Wynn Capital
Georgia
$153K
CG
183
Caprock Group
Idaho
$150K +$180K +23,489 New
YCM
184
Yousif Capital Management
Michigan
$150K
PAG
185
Private Advisor Group
New Jersey
$149K -$34.2K -4,470 -16%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$143K +$10K +1,312 +6%
QCM
187
QRG Capital Management
Illinois
$141K -$47.5K -6,205 -22%
HIP
188
HUB Investment Partners
Texas
$137K -$58.1K -7,591 -26%
Vanguard Capital Wealth Advisors
189
Vanguard Capital Wealth Advisors
Colorado
$136K -$33.8K -4,418 -17%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$136K +$10.8K +1,406 +7%
BNP Paribas Asset Management
191
BNP Paribas Asset Management
France
$134K -$858K -112,059 -84%
PWPS
192
Pinnacle Wealth Planning Services
Ohio
$132K
HT
193
Headlands Technologies
Illinois
$129K +$116K +15,205 +304%
MM
194
MQS Management
New York
$129K +$154K +20,122 New
SCP
195
Silverleafe Capital Partners
Tennessee
$128K
CIA
196
Concurrent Investment Advisors
Florida
$126K +$3.78K +494 +3%
SWM
197
Spire Wealth Management
Virginia
$124K -$152K -19,797 -51%
Truist Financial
198
Truist Financial
North Carolina
$115K -$16.9K -2,210 -11%
PA
199
Parallel Advisors
California
$114K -$23.4K -3,059 -15%
FTDI
200
First Trust Direct Indexing
Massachusetts
$113K -$3.12K -408 -2%