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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$346K +$16.4K +587 +5%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$346K +$88.2K +3,160 +34%
GT
78
Greenleaf Trust
Michigan
$328K -$11.9K -426 -3%
PAG
79
Private Advisor Group
New Jersey
$319K -$348K -12,445 -52%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$313K +$17.3K +618 +6%
VAS
81
Vestmark Advisory Solutions
Massachusetts
$313K +$316K +11,316 New
TI
82
Telemetry Investments
New York
$304K
PAS
83
Park Avenue Securities
New York
$287K +$290K +10,397 New
Cerity Partners
84
Cerity Partners
New York
$280K +$286K +10,239 New
Citigroup
85
Citigroup
New York
$279K -$74.5K -2,668 -21%
CCA
86
Checchi Capital Advisers
California
$278K +$23K +825 +9%
PCS
87
Personal CFO Solutions
New Jersey
$277K +$280K +10,023 New
TPCW
88
TD Private Client Wealth
New York
$256K +$209K +7,468 +419%
Truist Financial
89
Truist Financial
North Carolina
$251K +$253K +9,056 New
SC
90
SouthState Corp
Florida
$250K -$7.4K -265 -3%
First Trust Advisors
91
First Trust Advisors
Illinois
$240K +$243K +8,685 New
HighTower Advisors
92
HighTower Advisors
Illinois
$234K +$19.3K +691 +9%
RJT
93
Raymond James Trust
Florida
$230K +$19.3K +690 +9%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$228K -$13.3K -476 -5%
WI
95
WrapManager Inc
California
$225K +$227K +8,134 New
TC
96
TownSquare Capital
Utah
$222K +$224K +8,022 New
RWM
97
Ritholtz Wealth Management
New York
$219K -$12.5K -446 -5%
Franklin Resources
98
Franklin Resources
California
$217K +$218K +7,810 New
FZCM
99
Flynn Zito Capital Management
New York
$205K +$208K +7,434 New
EDRH
100
Edmond de Rothschild Holding
Switzerland
$169K