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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MAI Capital Management
Ohio
$570K -$11K -225 -2%
TI
302
Tidal Investments
Wisconsin
$567K +$105K +2,137 +19%
RI
303
Ridgewood Investments
New Jersey
$564K +$408K +8,316 +162%
OQS
304
Occudo Quantitative Strategies
Florida
$561K +$655K +13,363 New
Truist Financial
305
Truist Financial
North Carolina
$558K +$69.2K +1,412 +12%
GC
306
Guggenheim Capital
Illinois
$557K -$120K -2,442 -16%
PCIA
307
Prime Capital Investment Advisors
Kansas
$556K +$246K +5,028 +61%
IFG
308
Independent Financial Group
California
$555K +$240K +4,906 +59%
MSE
309
MUFG Securities EMEA
United Kingdom
$544K +$238K +4,858 +60%
RCA
310
Resonant Capital Advisors
Wisconsin
$539K +$17.2K +350 +3%
IP
311
Intellectus Partners
California
$532K -$263K -5,374 -30%
FCA
312
FinTrust Capital Advisors
South Carolina
$531K +$224K +4,562 +56%
FAIM
313
Financial Advocates Investment Management
Washington
$530K -$173K -3,524 -22%
SMFG
314
Sumitomo Mitsui Financial Group
Japan
$527K -$1.12M -22,884 -65%
ADIM
315
Alpha DNA Investment Management
Maryland
$524K -$127K -2,596 -17%
IAA
316
Independent Advisor Alliance
North Carolina
$523K -$22.8K -466 -4%
MIM
317
MetLife Investment Management
New Jersey
$522K +$245 +5 +0%
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$522K -$228K -4,646 -27%
BJL
319
Brighton Jones LLC
Washington
$519K -$111K -2,266 -15%
FRM
320
Fox Run Management
Connecticut
$519K -$40.4K -824 -6%
STA
321
Summit Trail Advisors
New York
$516K +$16.4K +335 +3%
BF
322
BOK Financial
Oklahoma
$511K -$49 -1 -0%
XT
323
XTX Topco
Cayman Islands
$509K -$288K -5,883 -33%
Vanguard Personalized Indexing Management
324
Vanguard Personalized Indexing Management
California
$506K -$117K -2,397 -17%
TCBWMS
325
Texas Capital Bank Wealth Management Services
Texas
$504K