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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
351
Keebeck Wealth Management
Illinois
$408K +$102K +703 +33%
RC
352
RBF Capital
California
$407K
SSA
353
Sierra Summit Advisors
Nevada
$403K -$506K -3,501 -56%
SG Americas Securities
354
SG Americas Securities
New York
$398K +$197K +1,360 +98%
Mackenzie Financial
355
Mackenzie Financial
Ontario, Canada
$395K -$3.47K -24 -0.9%
AG
356
Ascent Group
Virginia
$394K -$7.52K -52 -2%
EL
357
EWA LLC
Pennsylvania
$385K -$8.39K -58 -2%
VA
358
Vident Advisory
Georgia
$380K -$47.2K -326 -11%
SWM
359
Spire Wealth Management
Virginia
$378K +$376K +2,601 New
HCMT
360
Highland Capital Management (Tennessee)
Tennessee
$366K -$2.31K -16 -0.6%
LWAM
361
Legacy Wealth Asset Management
Minnesota
$356K +$9.98K +69 +3%
PWG
362
Portside Wealth Group
Utah
$350K -$371K -2,568 -52%
RAM
363
Resona Asset Management
Japan
$344K -$236K -1,633 -41%
PTC
364
Petrus Trust Company
Texas
$343K +$342K +2,363 New
TF
365
Trek Financial
Arizona
$335K +$334K +2,309 New
Truist Financial
366
Truist Financial
North Carolina
$335K -$162K -1,123 -33%
MYIA
367
Mount Yale Investment Advisors
Colorado
$333K -$334K -2,308 -50%
PCM
368
Prelude Capital Management
New York
$326K +$325K +2,246 New
DWM
369
Dakota Wealth Management
Florida
$324K -$34K -235 -10%
Envestnet Portfolio Solutions
370
Envestnet Portfolio Solutions
Illinois
$322K -$129K -890 -29%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$318K -$22.4K -155 -7%
SFA
372
Sequoia Financial Advisors
Ohio
$313K -$12.6K -87 -4%
PA
373
Profund Advisors
Maryland
$310K +$18.4K +127 +6%
GEM
374
Global Endowment Management
North Carolina
$310K -$267K -1,844 -46%
SPWM
375
Straight Path Wealth Management
Michigan
$307K +$306K +2,117 New