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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
126
Cerity Partners
New York
$337K +$325K +11,147 New
ClearBridge Investments
127
ClearBridge Investments
New York
$331K +$2.6K +89 +0.8%
SRC
128
Sage Rhino Capital
California
$328K +$68.6K +2,348 +28%
CC
129
Courier Capital
New York
$324K +$58 +2 +0%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$321K +$310K +10,633 New
IRC
131
Investors Research Corp
Georgia
$310K
Truist Financial
132
Truist Financial
North Carolina
$309K +$18.9K +648 +7%
Deutsche Bank
133
Deutsche Bank
Germany
$303K -$128K -4,400 -30%
BCI
134
Brinker Capital Investments
Pennsylvania
$303K +$14.3K +490 +5%
RHBC
135
R.H. Bluestein & Co
Michigan
$302K
FIA
136
FNY Investment Advisers
New York
$301K +$292K +10,000 New
Franklin Resources
137
Franklin Resources
California
$295K -$6.28K -215 -2%
AWM
138
Altium Wealth Management
New York
$287K +$11.6K +398 +4%
BF
139
BOK Financial
Oklahoma
$287K +$278K +9,528 New
RJFSA
140
Raymond James Financial Services Advisors
Florida
$284K -$43.7K -1,497 -14%
CAM
141
Cresset Asset Management
Illinois
$282K -$181K -6,189 -40%
ECM
142
Evergreen Capital Management
Washington
$280K +$48.3K +1,653 +22%
HJIM
143
Henry James International Management
New York
$272K -$409 -14 -0.2%
HWM
144
HighMark Wealth Management
Minnesota
$272K
DWT
145
Dorsey & Whitney Trust
South Dakota
$271K +$6.66K +228 +3%
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$264K +$256K +8,762 New
WAM
147
WNY Asset Management
New York
$262K -$39.4K -1,350 -14%
MPPW
148
Mitchell & Pahl Private Wealth
Oklahoma
$261K +$253K +8,659 New
GC
149
Guggenheim Capital
Illinois
$260K -$552K -18,894 -69%
AFO
150
Allie Family Office
Florida
$256K +$248K +8,504 New