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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
101
TD Private Client Wealth
New York
$195K -$74K -5,377 -25%
SEC
102
Seven Eight Capital
New York
$187K +$210K +15,270 New
Cerity Partners
103
Cerity Partners
New York
$185K +$66.2K +4,813 +46%
PHS
104
Pekin Hardy Strauss
Illinois
$180K +$203K +14,750 New
AssetMark Inc
105
AssetMark Inc
California
$179K +$64K +4,653 +47%
QWM
106
QP Wealth Management
New Jersey
$178K +$200K +14,570 New
TC
107
TownSquare Capital
Utah
$177K -$5.56K -404 -3%
SIA
108
Schechter Investment Advisors
Michigan
$172K -$44.2K -3,210 -19%
WI
109
WrapManager Inc
California
$169K -$55.7K -4,048 -23%
CA
110
Claro Advisors
Massachusetts
$169K
SS
111
Simplicity Solutions
Minnesota
$168K +$189K +13,727 New
EPAM
112
Euro Pacific Asset Management
Puerto Rico
$156K -$3.12K -227 -2%
Truist Financial
113
Truist Financial
North Carolina
$151K -$41.8K -3,041 -20%
M&T Bank
114
M&T Bank
New York
$148K +$13.9K +1,008 +9%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$140K -$1.4K -102 -0.9%
1WA
116
180 Wealth Advisors
Washington
$138K
ASN
117
Advisory Services Network
Georgia
$133K +$6.14K +446 +4%
SWM
118
Spire Wealth Management
Virginia
$126K
PFM
119
Privium Fund Management
Netherlands
$124K -$102K -7,383 -42%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$116K +$41.4K +3,011 +47%
Barclays
121
Barclays
United Kingdom
$90K -$10K -727 -9%
Citigroup
122
Citigroup
New York
$87K +$11.4K +829 +13%
IRC
123
Investors Research Corp
Georgia
$75K
CS
124
Credit Suisse
Switzerland
$73K +$50.7K +3,683 +163%
PI
125
PEAK6 Investments
Illinois
$62K +$69.4K +5,046 New