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Name Holding Trade Value Shares
Change
Change in
Stake
T
201
TOBAM
France
$500K -$171K -1,660 -31%
SOW
202
State of Wyoming
Wyoming
$478K +$431K +4,191 +699%
FTDI
203
First Trust Direct Indexing
Massachusetts
$473K +$44.7K +435 +10%
Cerity Partners
204
Cerity Partners
New York
$460K -$431K -4,187 -48%
Stifel Financial
205
Stifel Financial
Missouri
$455K -$29.1K -283 -6%
CG
206
Caprock Group
Idaho
$448K +$461K +4,487 New
JIC
207
Johnson Investment Counsel
Ohio
$437K
WAS
208
WESPAC Advisors SoCal
California
$429K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$421K +$84.7K +824 +24%
DTL
210
Dynamic Technology Lab
Singapore
$419K -$594K -5,771 -58%
MWM
211
Mission Wealth Management
California
$418K
CAG
212
Crestwood Advisors Group
Massachusetts
$412K
CFO
213
Callan Family Office
Pennsylvania
$412K +$424K +4,125 New
CI
214
Cigna Investments
Connecticut
$394K +$15K +146 +4%
CSPIA
215
Cary Street Partners Investment Advisory
Virginia
$386K +$823 +8 +0.2%
FC
216
FORA Capital
Florida
$385K +$397K +3,861 New
HAG
217
HighPoint Advisor Group
Illinois
$384K -$2.26K -22 -0.6%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$377K +$15.5K +151 +4%
JWM
219
Janiczek Wealth Management
Colorado
$355K -$99.2K -965 -21%
TRCT
220
Tower Research Capital (TRC)
New York
$350K +$77.3K +752 +27%
SPC
221
Sigma Planning Corp
Michigan
$349K
ECM
222
Evergreen Capital Management
Washington
$343K +$22.1K +215 +7%
Truist Financial
223
Truist Financial
North Carolina
$343K -$2.88K -28 -0.8%
HIM
224
Hillsdale Investment Management
Ontario, Canada
$343K -$9.45M -91,935 -96%
PI
225
PEAK6 Investments
Illinois
$341K +$351K +3,412 New