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Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
201
Citigroup
New York
$273K -$188K -6,195 -40%
VFA
202
Valeo Financial Advisors
Indiana
$267K -$27K -888 -9%
LCGC
203
Legacy Capital Group California
California
$265K -$2.94K -97 -1%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$262K -$32K -1,054 -11%
Truist Financial
205
Truist Financial
North Carolina
$253K +$25.8K +849 +11%
EWS
206
Evergreen Wealth Solutions
Pennsylvania
$251K +$259K +8,530 New
M&T Bank
207
M&T Bank
New York
$251K -$7.92K -261 -3%
CCA
208
Checchi Capital Advisers
California
$249K -$20.3K -668 -7%
AFC
209
AFT Forsyth & Company
Florida
$248K
OL
210
Optas LLC
Texas
$247K -$38.3K -1,262 -13%
KeyBank National Association
211
KeyBank National Association
Ohio
$244K +$49.7K +1,638 +25%
X
212
Xponance
Pennsylvania
$241K +$25.2K +829 +11%
BEAM
213
Baker Ellis Asset Management
Washington
$239K -$59.2K -1,950 -19%
TPI
214
Trust Point Inc
Wisconsin
$238K +$245K +8,057 New
Simplex Trading
215
Simplex Trading
Illinois
$237K +$244K +8,053 New
AP
216
Advisortrust Partners
North Carolina
$234K +$241K +7,930 New
AG
217
Ascent Group
Virginia
$232K +$27.2K +895 +13%
LMFP
218
Larry Mathis Financial Planning
Arizona
$228K +$235K +7,748 New
JPWM
219
Jamison Private Wealth Management
Georgia
$226K +$5.59K +184 +2%
HF
220
HRT Financial
New York
$222K +$230K +7,563 New
WANY
221
Wealthspire Advisors (New York)
New York
$221K +$225K +7,414 +8,826%
STA
222
Summit Trail Advisors
New York
$220K -$164K -5,390 -42%
SRL
223
Scientech Research LLC
New Jersey
$216K +$222K +7,320 New
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$215K -$62.1K -2,046 -22%
HI
225
Harbour Investments
Wisconsin
$214K +$12.1K +400 +6%