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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
101
Guild Investment Management
California
$767K +$250K +8,500 +46%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$753K +$138K +4,702 +21%
Citigroup
103
Citigroup
New York
$752K -$28.1K -958 -3%
Creative Planning
104
Creative Planning
Kansas
$751K -$500K -17,012 -39%
AWM
105
Altium Wealth Management
New York
$729K +$100K +3,413 +15%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$728K +$38.4K +1,307 +5%
CW
107
Connectus Wealth
Ohio
$719K -$47.9K -1,631 -6%
CSS
108
Cubist Systematic Strategies
Connecticut
$698K -$171K -5,823 -19%
S
109
SignatureFD
Georgia
$685K +$38.7K +1,316 +6%
RIM
110
Reynolds Investment Management
South Carolina
$683K +$710K +24,159 New
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$634K -$362K -12,334 -35%
Squarepoint
112
Squarepoint
New York
$632K +$657K +22,375 New
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$614K +$6.02K +205 +1%
FCH
114
Freestone Capital Holdings
Washington
$610K +$634K +21,581 New
ACA
115
Atlas Capital Advisors
Wyoming
$596K +$12K +407 +2%
DCM
116
DGS Capital Management
New Jersey
$595K +$164K +5,567 +36%
AWC
117
Abundance Wealth Counselors
Pennsylvania
$592K +$134K +4,577 +28%
LSAG
118
Lake Street Advisors Group
New Hampshire
$582K +$605K +20,586 New
Truist Financial
119
Truist Financial
North Carolina
$576K +$69.4K +2,363 +13%
DTL
120
Dynamic Technology Lab
Singapore
$564K +$587K +19,970 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$540K +$148K +5,036 +36%
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
$513K -$246K -8,364 -32%
NHC
123
Nicholas Hoffman & Company
Georgia
$512K
JP Morgan Chase
124
JP Morgan Chase
New York
$506K -$601K -20,453 -53%
ONB
125
Old National Bancorp
Indiana
$505K +$22.8K +777 +5%