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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$315K -$40.2K -2,155 -11%
HFS
152
Hantz Financial Services
Michigan
$315K +$129K +6,918 +72%
IB
153
Intrust Bank
Kansas
$315K +$77.3K +4,144 +33%
AWM
154
Ariadne Wealth Management
California
$315K +$951 +51 +0.4%
AFWM
155
Arta Finance Wealth Management
California
$310K +$305K +16,362 New
BWP
156
BSW Wealth Partners
Colorado
$303K -$1.04K -56 -0.3%
ACA
157
Atlas Capital Advisors
Wyoming
$297K +$292K +15,672 New
CC
158
Centiva Capital
New York
$297K +$292K +15,639 New
RS
159
R Squared
Hong Kong
$287K -$65.1K -3,488 -19%
AAIS
160
ABN AMRO Investment Solutions
$286K -$433K -23,200 -61%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$285K -$12.4K -663 -4%
TPCW
162
TD Private Client Wealth
New York
$283K -$17K -909 -6%
CTC
163
Cetera Trust Company
Minnesota
$279K +$35K +1,875 +15%
SAM
164
Smartleaf Asset Management
Massachusetts
$279K +$46.7K +2,503 +21%
AWM
165
Aprio Wealth Management
Georgia
$278K -$1.55K -83 -0.6%
SFA
166
Sequoia Financial Advisors
Ohio
$274K -$14K -751 -5%
FFA
167
Farther Finance Advisors
California
$243K +$21.9K +1,172 +10%
MYIA
168
Mount Yale Investment Advisors
Colorado
$241K +$237K +12,724 New
Truist Financial
169
Truist Financial
North Carolina
$234K -$165K -8,848 -42%
CCA
170
Carrera Capital Advisors
Michigan
$233K -$23.8K -1,277 -9%
AI
171
Atria Investments
North Carolina
$229K -$309K -16,572 -58%
VCM
172
Voleon Capital Management
California
$228K -$313K -16,798 -58%
AQR Capital Management
173
AQR Capital Management
Connecticut
$226K +$222K +11,902 New
CCM
174
Cullen Capital Management
New York
$219K -$648K -34,756 -75%
AG
175
Ascent Group
Virginia
$215K -$7.55K -405 -3%