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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
101
Lido Advisors
California
$972K +$82.9K +2,330 +10%
AFG
102
Atomi Financial Group
New York
$969K +$82K +2,305 +10%
SAI
103
Systematic Alpha Investments
New Jersey
$944K
AI
104
Atria Investments
North Carolina
$935K -$51.1K -1,436 -6%
SAI
105
Savvy Advisors Inc
New York
$934K +$55.1K +1,549 +7%
TAFW
106
Tred Avon Family Wealth
Maryland
$914K -$41.8K -1,175 -5%
Truist Financial
107
Truist Financial
North Carolina
$905K +$168K +4,725 +25%
XT
108
XTX Topco
Cayman Islands
$871K -$132K -3,710 -14%
VWM
109
Venturi Wealth Management
Texas
$865K +$87.2K +2,452 +12%
Nuveen
110
Nuveen
North Carolina
$838K +$783K +22,021 New
RFC
111
Regions Financial Corp
Alabama
$817K +$441K +12,386 +136%
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$808K +$756K +21,251 New
GRP
113
Global Retirement Partners
California
$796K +$744K +20,919 New
VA
114
Vident Advisory
Georgia
$789K +$142K +3,989 +24%
NW
115
Naviter Wealth
Arkansas
$778K +$150K +4,208 +26%
VCM
116
Versant Capital Management
Arizona
$767K -$34.2K -961 -5%
STA
117
Summit Trail Advisors
New York
$710K -$5.26K -148 -0.8%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$677K +$633K +17,805 New
HWM
119
HB Wealth Management
Georgia
$637K +$64.1K +1,802 +12%
S
120
SignatureFD
Georgia
$632K -$107 -3 -0%
ECM
121
Evergreen Capital Management
Washington
$611K -$105K -2,950 -16%
EWM
122
Empirical Wealth Management
Washington
$602K +$19.2K +541 +4%
Franklin Resources
123
Franklin Resources
California
$602K -$9.25K -260 -2%
RCM
124
RNC Capital Management
California
$593K -$15.1K -425 -3%
OCA
125
OpenArc Corporate Advisory
Georgia
$589K +$113K +3,179 +26%