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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$12.6M +$3.59M +93,883 +40%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$12.3M -$715K -18,720 -6%
BC
78
Broadwater Capital
Massachusetts
$11.5M +$429K +11,220 +3,740%
Creative Planning
79
Creative Planning
Kansas
$11.3M +$271K +7,086 +2%
HighTower Advisors
80
HighTower Advisors
Illinois
$10.8M -$202K -5,277 -2%
AssetMark Inc
81
AssetMark Inc
California
$10.7M +$6.71M +175,476 +172%
KAM
82
Krensavage Asset Management
New York
$10.4M -$10.4K -271 -0.1%
Universal-Beteiligungs- und Servicegesellschaft
83
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.4M -$5.13M -134,167 -33%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$10.3M +$1.72M +44,947 +20%
SWM
85
Stockman Wealth Management
Montana
$10M +$157K +4,120 +2%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$9.84M +$586K +15,336 +6%
Citigroup
87
Citigroup
New York
$9.45M +$1.13M +29,558 +14%
AR
88
Advisory Research
Illinois
$9.23M +$503K +13,172 +6%
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$9.15M -$408K -10,672 -4%
KFP
90
Keystone Financial Planning
Ohio
$8.8M +$8.48K +222 +0.1%
ACM
91
Altrius Capital Management
North Carolina
$8.63M -$36.7K -960 -0.4%
CFO
92
Callan Family Office
Pennsylvania
$8.58M +$5.98M +156,628 +235%
SA
93
Sanctuary Advisors
Indiana
$8.28M +$1.21M +31,621 +17%
EPAM
94
Euro Pacific Asset Management
Puerto Rico
$8.2M +$11.2K +292 +0.1%
VWA
95
Visionary Wealth Advisors
Illinois
$8.18M +$314K +8,218 +4%
Charles Schwab
96
Charles Schwab
California
$7.94M +$1.36M +35,520 +21%
KHLMVGHM
97
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$7.82M
GC
98
Grimes & Company
Massachusetts
$7.74M +$1.72M +45,143 +29%
SF
99
Synovus Financial
Georgia
$7.45M +$2.03M +52,998 +38%
Mackenzie Financial
100
Mackenzie Financial
Ontario, Canada
$7.27M +$1.35M +35,203 +23%