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Name Holding Trade Value Shares
Change
Change in
Stake
Fiduciary Trust
601
Fiduciary Trust
Massachusetts
$1.14M -$87.4K -1,711 -8%
Ritholtz Wealth Management
602
Ritholtz Wealth Management
New York
$1.14M +$34.3K +671 +3%
Concurrent Investment Advisors
603
Concurrent Investment Advisors
Florida
$1.13M +$1.05M +20,584 New
DFG
604
Delta Financial Group
New Jersey
$1.13M -$81.2K -1,589 -7%
Independent Financial Group
605
Independent Financial Group
California
$1.12M +$33.7K +659 +3%
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$1.12M -$29.4K -576 -3%
GSC
607
G&S Capital
Colorado
$1.11M -$27.8K -544 -3%
TSS
608
Two Sigma Securities
New York
$1.1M -$1.65M -32,262 -62%
CBTWT
609
Community Bank & Trust (Waco, Texas)
Texas
$1.09M +$478K +9,352 +88%
FTDI
610
First Trust Direct Indexing
Massachusetts
$1.09M +$206K +4,035 +25%
CIBC World Market
611
CIBC World Market
Ontario, Canada
$1.08M -$2.43M -47,625 -71%
Prospera Financial Services
612
Prospera Financial Services
Texas
$1.07M -$260K -5,095 -21%
HFBOT
613
Home Federal Bank of Tennessee
Tennessee
$1.07M -$3.83K -75 -0.4%
HighPoint Advisor Group
614
HighPoint Advisor Group
Illinois
$1.07M +$953K +18,647 New
RPCONE
615
Retirement Planning Company of New England
Rhode Island
$1.07M +$28K +549 +3%
TNBTD
616
Trustmark National Bank Trust Department
Mississippi
$1.06M -$60.7K -1,188 -6%
Wilbanks Smith & Thomas Asset Management
617
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M -$877K -17,164 -47%
BHWM
618
Bar Harbor Wealth Management
New Hampshire
$1.04M +$24.9K +488 +3%
MAM
619
Mystic Asset Management
Rhode Island
$1.04M +$22.4K +438 +2%
QWM
620
Quadcap Wealth Management
Texas
$1.03M +$959K +18,779 New
USAA
621
United Services Automobile Association
Texas
$1.03M -$16.9M -330,278 -95%
ASBI
622
American State Bank (Iowa)
Iowa
$1.02M +$29.5K +577 +3%
ISWM
623
Independent Solutions Wealth Management
New York
$1.02M +$34.6K +678 +4%
PWA
624
Providence Wealth Advisors
Illinois
$1.02M +$902K +17,659 +143%
PFA
625
Pathway Financial Advisers
Indiana
$1.01M -$39.5K -774 -4%