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Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
201
Keystone Financial Group (Kentucky)
Kentucky
$319K
IA
202
IFP Advisors
Florida
$318K +$315K +3,535 +39,278%
ECM
203
Evergreen Capital Management
Washington
$315K
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$302K +$300K +3,367 New
BFM
205
Boothbay Fund Management
New York
$298K +$295K +3,319 New
FIM
206
Freedom Investment Management
Connecticut
$297K -$133K -1,489 -31%
KI
207
Kapitalo Investimentos
Brazil
$286K +$284K +3,186 New
LFM
208
LGT Fund Management
Liechtenstein
$282K
IWC
209
Integrated Wealth Concepts
Massachusetts
$280K +$801 +9 +0.3%
SW
210
SkyOak Wealth
Michigan
$277K -$12.7K -143 -4%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$270K +$60.2K +677 +29%
BAM
212
Blueshift Asset Management
New Jersey
$269K +$267K +2,996 New
MML Investors Services
213
MML Investors Services
Massachusetts
$263K +$36.6K +411 +16%
MYIA
214
Mount Yale Investment Advisors
Colorado
$262K -$2.94K -33 -1%
CI
215
Cigna Investments
Connecticut
$262K
Simplex Trading
216
Simplex Trading
Illinois
$260K -$200K -2,251 -44%
Truist Financial
217
Truist Financial
North Carolina
$256K +$7.56K +85 +3%
FTDI
218
First Trust Direct Indexing
Massachusetts
$250K -$267 -3 -0.1%
FL
219
Fort LP
Maryland
$240K -$22.6K -254 -9%
PSP
220
Principal Street Partners
Tennessee
$236K
YCM
221
Yousif Capital Management
Michigan
$235K -$9.08K -102 -4%
AQR Capital Management
222
AQR Capital Management
Connecticut
$226K +$8.1K +91 +4%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$219K +$267 +3 +0.1%
AAB
224
ABN AMRO Bank
Netherlands
$215K
MHR
225
Matthew Hamilton Rosenberg
$210K +$11.4K +128 +6%