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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
201
Bank of New York Mellon
New York
$459K -$381K -11,137 -44%
MPM
202
Meritage Portfolio Management
Kansas
$456K +$274K +8,007 +128%
YIH
203
Y-Intercept (HK)
Hong Kong
$455K -$162K -4,728 -25%
CA
204
Cetera Advisors
Colorado
$444K +$146K +4,253 +44%
AIC
205
Aurora Investment Counsel
Georgia
$416K
HW
206
Hamilton Wealth
California
$401K -$270K -7,898 -39%
PCM
207
Prelude Capital Management
New York
$394K -$690K -20,148 -62%
OR
208
Olympiad Research
Connecticut
$394K +$422K +12,322 New
FNA
209
First National Advisers
Nebraska
$384K +$412K +12,020 New
SPIA
210
Steward Partners Investment Advisory
New York
$381K +$130K +3,808 +47%
Handelsbanken Fonder
211
Handelsbanken Fonder
Sweden
$374K
CS
212
Cannell & Spears
New York
$374K -$7.6K -222 -2%
CGH
213
Crossmark Global Holdings
Texas
$364K +$62.7K +1,832 +19%
GHA
214
GW Henssler & Associates
Georgia
$351K +$2.88K +84 +0.8%
Truist Financial
215
Truist Financial
North Carolina
$342K +$366K +10,698 New
LNC
216
Lincoln National Corp
Pennsylvania
$342K -$10.2K -297 -3%
CAN
217
Cetera Advisor Networks
California
$330K +$11.6K +338 +3%
MIC
218
Means Investment Company
Maine
$329K +$90.5K +2,643 +34%
Federated Hermes
219
Federated Hermes
Pennsylvania
$320K +$205K +6,000 +150%
NL
220
NKCFO LLC
Illinois
$300K
LFAS
221
Level Four Advisory Services
Texas
$299K +$321K +9,364 New
LWM
222
LJI Wealth Management
Indiana
$292K +$13.7K +400 +5%
AllianceBernstein
223
AllianceBernstein
Tennessee
$292K -$187K -5,475 -37%
BRWA
224
B. Riley Wealth Advisors
Florida
$288K +$25.4K +741 +9%
MML Investors Services
225
MML Investors Services
Massachusetts
$286K +$108K +3,167 +55%