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Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$882K +$70.7K +2,275 +9%
CSM
102
CAMG Solamere Management
North Carolina
$880K +$849K +27,337 New
HFS
103
Hantz Financial Services
Michigan
$862K +$85.7K +2,758 +11%
AP
104
Advisor Partners
California
$843K +$44.7K +1,438 +6%
FTDI
105
First Trust Direct Indexing
Massachusetts
$827K +$256K +8,252 +47%
MFG
106
MidWestOne Financial Group
Iowa
$815K -$177K -5,686 -18%
Truist Financial
107
Truist Financial
North Carolina
$812K +$531K +17,094 +210%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$789K +$507K +16,310 +199%
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$719K -$3.67K -118 -0.5%
AWM
110
Altium Wealth Management
New York
$714K +$80.8K +2,601 +13%
S
111
SignatureFD
Georgia
$692K +$105K +3,378 +19%
Vanguard Personalized Indexing Management
112
Vanguard Personalized Indexing Management
California
$666K -$1.77K -57 -0.3%
LPL Financial
113
LPL Financial
California
$636K -$170K -5,469 -22%
1WA
114
180 Wealth Advisors
Washington
$617K +$66.8K +2,149 +13%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$607K +$11.2K +361 +2%
NHC
116
Nicholas Hoffman & Company
Georgia
$593K +$7.64K +246 +1%
EVM
117
Eaton Vance Management
Massachusetts
$582K +$156K +5,029 +39%
SFI
118
Susquehanna Fundamental Investments
Pennsylvania
$560K +$541K +17,403 New
ONB
119
Old National Bancorp
Indiana
$551K +$298K +9,605 +128%
HIIFS
120
Harel Insurance Investments & Financial Services
Israel
$503K -$841K -27,069 -63%
AWC
121
Abundance Wealth Counselors
Pennsylvania
$471K +$324K +10,440 +248%
Deutsche Bank
122
Deutsche Bank
Germany
$469K -$1.42M -45,843 -76%
BCI
123
Brinker Capital Investments
Pennsylvania
$437K +$166K +5,350 +65%
Pacer Advisors
124
Pacer Advisors
Pennsylvania
$436K +$28K +900 +7%
EI
125
Ethic Inc
New York
$422K +$88.2K +2,837 +28%