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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
201
SEI Investments
Pennsylvania
$76.9K -$539K -81,988 -84%
CIAM
202
Caitong International Asset Management
Hong Kong
$75.8K +$69.1K +10,519 +202%
ASN
203
Advisory Services Network
Georgia
$71.2K -$22.3K -3,397 -19%
PP
204
PDS Planning
Ohio
$70K +$4.36K +664 +5%
CL
205
Choreo LLC
Illinois
$69.6K -$42.8K -6,511 -31%
SRC
206
Sage Rhino Capital
California
$69.1K -$27.6K -4,195 -23%
Cerity Partners
207
Cerity Partners
New York
$68.8K -$15.9K -2,413 -14%
JWM
208
Jeppson Wealth Management
California
$67.2K +$1.97K +300 +2%
Truist Financial
209
Truist Financial
North Carolina
$67.2K -$9.86K -1,500 -10%
SFA
210
Sequoia Financial Advisors
Ohio
$66.9K -$25.4K -3,861 -22%
FFM
211
Forum Financial Management
Illinois
$65.7K -$2.89K -440 -3%
PA
212
Profund Advisors
Maryland
$65.4K -$28K -4,258 -24%
First Trust Advisors
213
First Trust Advisors
Illinois
$61.7K -$2.06K -314 -2%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$61.1K +$83.3K +12,678 New
IAIM
215
International Assets Investment Management
Florida
$60K -$1.02K -156 -1%
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$58.5K
BAM
217
Belpointe Asset Management
Nevada
$57.1K -$15.4K -2,340 -16%
SCM
218
Shelton Capital Management
Colorado
$56.1K
GS
219
GTS Securities
Florida
$55.7K +$76K +11,562 New
EWA
220
EP Wealth Advisors
California
$55.5K +$6.19K +942 +9%
GT
221
Glenmede Trust
Pennsylvania
$53.8K +$3.87K +589 +6%
QWM
222
Quadcap Wealth Management
Texas
$53K -$6.24K -950 -8%
ACP
223
Arcus Capital Partners
Georgia
$53K
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$52.7K +$71.9K +10,940 New
GHA
225
GW Henssler & Associates
Georgia
$52K +$70.9K +10,796 New