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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Prosperity Wealth Management
California
$682K +$23.6K +295 +4%
IGAM
427
iA Global Asset Management
Quebec, Canada
$679K -$144K -1,803 -19%
GC
428
Gilbert & Cook
Iowa
$671K -$2.95K -37 -0.5%
JF
429
Jump Financial
Illinois
$669K +$594K +7,434 New
SWM
430
SeaCrest Wealth Management
New York
$668K -$232K -2,909 -28%
Truist Financial
431
Truist Financial
North Carolina
$658K +$214K +2,680 +58%
DIM
432
DC Investments Management
Virginia
$655K
TMAM
433
Tokio Marine Asset Management
Japan
$654K +$15.2K +190 +3%
PMAM
434
Picton Mahoney Asset Management
Ontario, Canada
$650K +$66.2K +829 +13%
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$648K -$160K -2,009 -22%
PP
436
Prudential plc
United Kingdom
$637K -$193K -2,411 -25%
SPC
437
Sigma Planning Corp
Michigan
$628K +$182K +2,275 +48%
IFG
438
Independent Financial Group
California
$616K -$85.8K -1,075 -14%
EFS
439
Essex Financial Services
Connecticut
$609K +$7.51K +94 +1%
NA
440
NewEdge Advisors
Louisiana
$607K +$37.5K +469 +7%
CFM
441
Comprehensive Financial Management
California
$593K
IP
442
Intellectus Partners
California
$592K -$112K -1,400 -18%
PNC Financial Services Group
443
PNC Financial Services Group
Pennsylvania
$587K -$144K -1,809 -22%
WANY
444
Wealthspire Advisors (New York)
New York
$581K +$31.5K +394 +6%
AAMU
445
APG Asset Management US
New York
$575K +$510K +6,389 New
AP
446
Americana Partners
Texas
$570K
CBUSF
447
Construction & Building Unions Superannuation Fund
Australia
$558K +$495K +6,200 New
PP
448
Patten & Patten
Tennessee
$549K -$71.9K -900 -13%
CL
449
Choreo LLC
Illinois
$547K +$63.2K +791 +15%
SCA
450
Snowden Capital Advisors
New York
$546K +$485K +6,073 New