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Name Holding Trade Value Shares
Change
Change in
Stake
PDL
401
Portfolio Design Labs
California
$274K – – –
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$273K +$25.6K +338 +10%
Cambridge Investment Research Advisors
403
Cambridge Investment Research Advisors
Iowa
$272K -$119K -1,571 -30%
HPC
404
HM Payson & Co
Maine
$269K – – –
S
405
SignatureFD
Georgia
$269K -$5.3K -70 -2%
BP
406
Ballentine Partners
Massachusetts
$268K +$7.12K +94 +3%
Truist Financial
407
Truist Financial
North Carolina
$267K -$549K -7,243 -67%
I
408
InceptionR
California
$262K +$266K +3,507 New
JWCA
409
J.W. Cole Advisors
Florida
$254K +$76 +1 +0%
WANY
410
Wealthspire Advisors (New York)
New York
$254K -$18.2K -240 -7%
BFA
411
Brown Financial Advisory
Alabama
$252K – – –
DEA
412
DoubleLine ETF Adviser
Florida
$251K -$10.6K -140 -4%
FFA
413
Farther Finance Advisors
California
$251K +$222K +2,932 +693%
MF
414
Magnetar Financial
Illinois
$247K -$4.06M -53,517 -94%
MIA
415
MainStreet Investment Advisors
Illinois
$245K – – –
CB
416
Commerce Bank
Missouri
$242K -$3.79K -50 -2%
CHP
417
Cable Hill Partners
Oregon
$240K +$243K +3,207 New
WT
418
Whittier Trust
California
$239K +$242K +3,200 New
SFA
419
Sequoia Financial Advisors
Ohio
$239K +$14.1K +186 +6%
TSS
420
Two Sigma Securities
New York
$237K +$241K +3,176 New
NI
421
NDVR Inc
Massachusetts
$237K -$14.7K -194 -6%
BMCM
422
Bryn Mawr Capital Management
Pennsylvania
$235K – – –
PP
423
PDT Partners
New York
$235K +$238K +3,140 New
FZCM
424
Flynn Zito Capital Management
New York
$233K -$22.8K -301 -9%
HIC
425
Holderness Investments Company
North Carolina
$233K – – –