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Name Holding Trade Value Shares
Change
Change in
Stake
VA
201
Vident Advisory
Georgia
$110K -$83K -13,778 -43%
JWBC
202
J.W. Burns & Co
New York
$110K – – –
TIM
203
Total Investment Management
Arizona
$108K +$26.2K +4,355 +33%
FTDI
204
First Trust Direct Indexing
Massachusetts
$103K +$20.9K +3,469 +26%
PWPS
205
Pinnacle Wealth Planning Services
Ohio
$102K -$11.1K -1,849 -10%
BC
206
Burney Company
Virginia
$102K – – –
IAIM
207
International Assets Investment Management
Florida
$101K -$45.8K -7,600 -31%
VT
208
Vise Technologies
New York
$101K -$3.54K -587 -3%
Simplex Trading
209
Simplex Trading
Illinois
$99K +$98.9K +16,411 New
FHA
210
Flagship Harbor Advisors
Massachusetts
$98.1K +$97.1K +16,113 New
PA
211
Profund Advisors
Maryland
$95.4K -$14.4K -2,397 -13%
SCM
212
Shelton Capital Management
Colorado
$94.5K – – –
SCTC
213
Sanibel Captiva Trust Company
Florida
$91.3K – – –
CFO
214
CVA Family Office
Colorado
$91K – – –
EP
215
Elkhorn Partners
Nebraska
$87K +$1.81K +300 +2%
BCM
216
Brasada Capital Management
Texas
$82.6K – – –
PP
217
PDS Planning
Ohio
$81.1K -$3.79K -629 -5%
IC
218
IEQ Capital
California
$80.9K -$51.7K -8,581 -39%
EWA
219
EP Wealth Advisors
California
$79.7K -$2.82K -468 -3%
Cerity Partners
220
Cerity Partners
New York
$79.1K -$101K -16,738 -56%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$78.6K +$77.8K +12,905 New
Pictet Asset Management
222
Pictet Asset Management
Switzerland
$73.9K – – –
TPWM
223
Twelve Points Wealth Management
Massachusetts
$73.6K – – –
SAF
224
Smith Anglin Financial
Texas
$73.5K +$72.8K +12,076 New
Truist Financial
225
Truist Financial
North Carolina
$73.2K -$9.52K -1,579 -12%