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Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Stephens Inc
Arkansas
$62.5K -$21.9K -15,471 -31%
Cerity Partners
202
Cerity Partners
New York
$62.3K +$18.1K +12,794 +60%
VCG
203
Vantage Consulting Group
Virginia
$60.5K -$1.89K -1,336 -4%
PSP
204
Pacific Sage Partners
Washington
$59.3K +$1.46K +1,031 +3%
ABLA
205
Alan B. Lancz & Associates
Ohio
$57.4K -$5.03K -3,550 -10%
CLOS
206
Compagnie Lombard Odier SCmA
Switzerland
$54.9K +$11.3K +8,000 +36%
BCM
207
Brookstone Capital Management
Illinois
$54.5K -$3.53K -2,488 -8%
BP
208
Ballentine Partners
Massachusetts
$53.5K +$24.2K +17,084 +140%
IAP
209
Indie Asset Partners
Indiana
$53.1K +$6.38K +4,500 +18%
AWM
210
Accurate Wealth Management
Florida
$53K -$10.1K -7,150 -18%
BG
211
Benedetti & Gucer
Georgia
$52.2K -$5.46K -3,851 -12%
LWP
212
LMG Wealth Partners
Louisiana
$52.1K
C
213
Covestor
United Kingdom
$51K +$6.97K +4,918 +21%
FWP
214
FAS Wealth Partners
Kansas
$50.2K +$1.05K +741 +3%
US Bancorp
215
US Bancorp
Minnesota
$50K +$29.2K +20,568 +303%
BTI
216
Blue Trust Inc
Georgia
$50K +$30 +21 +0.1%
CCM
217
Coldstream Capital Management
Washington
$49.8K +$38.5K +27,198 New
RPWA
218
Regent Peak Wealth Advisors
Georgia
$49.3K +$38.2K +26,921 New
SRC
219
Sage Rhino Capital
California
$48.5K +$5.74K +4,051 +18%
Truist Financial
220
Truist Financial
North Carolina
$47.3K -$291K -205,053 -89%
MA
221
Mutual Advisors
Nebraska
$46.7K -$1.67K -1,181 -4%
KAS
222
Kestra Advisory Services
Texas
$46.3K -$44.2K -31,176 -55%
NFSG
223
Newbridge Financial Services Group
Florida
$45.5K -$3.97K -2,802 -10%
SPIA
224
Steward Partners Investment Advisory
New York
$45.4K -$601 -424 -2%
IWM
225
IHT Wealth Management
Illinois
$44.8K -$3.42K -2,414 -9%