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Name Holding Trade Value Shares
Change
Change in
Stake
VA
201
Vident Advisory
Georgia
$491K +$33K +326 +8%
Stifel Financial
202
Stifel Financial
Missouri
$482K +$811 +8 +0.2%
FTDI
203
First Trust Direct Indexing
Massachusetts
$477K +$39.5K +390 +10%
CAN
204
Cetera Advisor Networks
California
$472K +$35.2K +347 +9%
WAS
205
WESPAC Advisors SoCal
California
$461K
OC
206
Oppenheimer & Co
New York
$450K +$2.74K +27 +0.6%
MWM
207
Mission Wealth Management
California
$449K +$39.6K +391 +10%
Fisher Asset Management
208
Fisher Asset Management
Washington
$442K -$12.6K -124 -3%
CAG
209
Crestwood Advisors Group
Massachusetts
$442K
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$436K +$507 +5 +0.1%
DZ Bank
211
DZ Bank
Germany
$429K +$198K +1,950 +96%
CI
212
Cigna Investments
Connecticut
$424K
RFC
213
Regions Financial Corp
Alabama
$417K -$3.24K -32 -0.8%
HCA
214
Harbour Capital Advisors
Virginia
$407K
PS
215
Principal Securities
Iowa
$405K +$383K +3,777 New
Cerity Partners
216
Cerity Partners
New York
$404K +$94K +927 +33%
AWM
217
AE Wealth Management
Kansas
$400K +$13.5K +133 +4%
OAC
218
OMERS Administration Corp
Ontario, Canada
$398K
HAG
219
HighPoint Advisor Group
Illinois
$398K +$368K +3,634 New
FIM
220
Freedom Investment Management
Connecticut
$396K -$30.8K -304 -8%
AssetMark Inc
221
AssetMark Inc
California
$383K +$357K +3,520 +6,175%
AA
222
AlphaQ Advisors
Florida
$383K +$37.1K +366 +11%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$365K -$38.8K -383 -10%
Truist Financial
224
Truist Financial
North Carolina
$365K +$20.1K +198 +6%
YCM
225
Yousif Capital Management
Michigan
$362K