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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
101
First Trust Direct Indexing
Massachusetts
$907K +$122K +3,868 +15%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$863K +$23.3K +741 +3%
JC
103
JB Capital
Connecticut
$821K +$842K +26,757 New
Invesco
104
Invesco
Georgia
$818K +$840K +26,679 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$811K +$238K +7,573 +40%
MFG
106
MidWestOne Financial Group
Iowa
$802K +$26K +825 +3%
Capital Fund Management (CFM)
107
Capital Fund Management (CFM)
France
$794K +$815K +25,895 New
ECM
108
ExodusPoint Capital Management
New York
$791K +$812K +25,805 New
AP
109
Advisor Partners
California
$781K -$22.5K -714 -3%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$762K +$10.9K +347 +1%
AWM
111
Altium Wealth Management
New York
$747K +$68.2K +2,167 +10%
S
112
SignatureFD
Georgia
$704K +$45.5K +1,446 +7%
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$695K +$9.79K +311 +1%
Vanguard Personalized Indexing Management
114
Vanguard Personalized Indexing Management
California
$644K +$10.1K +322 +2%
MC
115
Maverick Capital
Texas
$636K +$653K +20,752 New
EI
116
Ethic Inc
New York
$607K +$210K +6,668 +51%
1WA
117
180 Wealth Advisors
Washington
$581K +$1.26K +40 +0.2%
Truist Financial
118
Truist Financial
North Carolina
$577K -$203K -6,440 -26%
NHC
119
Nicholas Hoffman & Company
Georgia
$565K
ONB
120
Old National Bancorp
Indiana
$525K +$94 +3 +0%
LPL Financial
121
LPL Financial
California
$517K -$90.9K -2,888 -15%
DTL
122
Dynamic Technology Lab
Singapore
$484K +$497K +15,790 New
BCV
123
Banque Cantonale Vaudoise
Switzerland
$483K +$495K +15,738 New
PAS
124
Park Avenue Securities
New York
$477K +$82.2K +2,612 +20%
PFM
125
Parsec Financial Management
North Carolina
$442K +$474K +15,050 New