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Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$8.47M +$285K +6,773 +3%
Franklin Resources
102
Franklin Resources
California
$8.38M +$1.38M +32,694 +18%
US Bancorp
103
US Bancorp
Minnesota
$8.12M +$1.23M +29,342 +16%
CYG
104
Clean Yield Group
Vermont
$8.11M -$79K -1,878 -0.9%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.93M -$1M -23,808 -10%
Creative Planning
106
Creative Planning
Kansas
$7.82M +$392K +9,322 +5%
Walleye Capital
107
Walleye Capital
New York
$7.76M +$8.4M +199,629 +10,274%
ACM
108
Altrius Capital Management
North Carolina
$7.63M +$136K +3,231 +2%
QCM
109
QRG Capital Management
Illinois
$7.52M +$597K +14,202 +8%
HCM
110
Hillman Capital Management
Maryland
$7.51M -$1.61M -38,360 -16%
SWM
111
Stockman Wealth Management
Montana
$7.49M +$141K +3,361 +2%
SCP
112
Stamos Capital Partners
California
$7.33M -$19.8K -470 -0.2%
KAS
113
Kestra Advisory Services
Texas
$6.9M +$4.91M +116,647 +186%
GFG
114
Greystone Financial Group
Michigan
$6.8M -$2.82M -67,070 -28%
BB
115
Bell Bank
North Dakota
$6.76M -$7.19K -171 -0.1%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$6.69M -$469K -11,160 -6%
ERSOT
117
Employees Retirement System of Texas
Texas
$6.46M
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$6.4M +$378K +8,989 +6%
MPM
119
Meritage Portfolio Management
Kansas
$6.29M -$92.9K -2,209 -1%
VWA
120
Visionary Wealth Advisors
Illinois
$6.17M +$2.98M +70,772 +79%
Truist Financial
121
Truist Financial
North Carolina
$5.9M -$1.15M -27,453 -15%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$5.79M +$21.7K +516 +0.4%
MNA
123
Manning & Napier Advisors
New York
$5.78M +$6.31M +150,000 New
SB
124
Simmons Bank
Arkansas
$5.72M +$205K +4,871 +3%
FCI
125
Financial Counselors Inc
Kansas
$5.71M -$168K -3,991 -3%