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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
201
Eagle Asset Management
Florida
$384K +$180 +2 +0.1%
LSAG
202
Lake Street Advisors Group
New Hampshire
$374K -$44.7K -497 -11%
SW
203
SteelPeak Wealth
California
$372K +$346K +3,843 New
Victory Capital Management
204
Victory Capital Management
Texas
$358K +$333K +3,700 New
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$344K +$85.5K +950 +37%
ECM
206
Evergreen Capital Management
Washington
$340K +$17.5K +194 +6%
LFM
207
LGT Fund Management
Liechtenstein
$313K +$292K +3,240 New
SW
208
SkyOak Wealth
Michigan
$313K +$291K +3,230 New
Cerity Partners
209
Cerity Partners
New York
$304K -$140K -1,558 -33%
IWC
210
Integrated Wealth Concepts
Massachusetts
$302K +$1.26K +14 +0.5%
PAG
211
Private Advisor Group
New Jersey
$287K +$22.3K +248 +9%
AC
212
Aristides Capital
Kentucky
$287K +$266K +2,959 New
MYIA
213
Mount Yale Investment Advisors
Colorado
$286K +$266K +2,953 New
FL
214
Fort LP
Maryland
$284K -$14.5K -161 -5%
CI
215
Cigna Investments
Connecticut
$283K -$14.7K -163 -5%
DAS
216
Diversify Advisory Services
Utah
$272K -$404K -4,490 -61%
FTDI
217
First Trust Direct Indexing
Massachusetts
$270K +$13.1K +146 +6%
Truist Financial
218
Truist Financial
North Carolina
$268K +$8.28K +92 +3%
YCM
219
Yousif Capital Management
Michigan
$264K -$16.2K -180 -6%
SWM
220
Silverlake Wealth Management
Vermont
$257K
MML Investors Services
221
MML Investors Services
Massachusetts
$244K +$23.6K +262 +12%
SCM
222
Semanteon Capital Management
Massachusetts
$237K +$220K +2,445 New
AAB
223
ABN AMRO Bank
Netherlands
$236K
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$236K +$3.96K +44 +2%
PSP
225
Principal Street Partners
Tennessee
$236K