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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
LA
201
Legacy Advisors
Pennsylvania
$788K -$113K -435 -14%
Creative Planning
202
Creative Planning
Kansas
$771K +$68.3K +262 +11%
NRD
203
Nebula Research & Development
New York
$747K +$680K +2,608 New
WJWM
204
Williams Jones Wealth Management
New York
$744K +$26.1K +100 +4%
AAS
205
Avantax Advisory Services
Texas
$731K -$71.1K -273 -10%
AWAU
206
Alliance Wealth Advisors (Utah)
Utah
$727K +$13.3K +51 +2%
SQA
207
Simon Quick Advisors
New Jersey
$725K -$203K -780 -24%
Twin Tree Management
208
Twin Tree Management
Texas
$718K +$653K +2,507 New
Deutsche Bank
209
Deutsche Bank
Germany
$688K +$329K +1,261 +110%
PP
210
PDT Partners
New York
$662K
PA
211
Procyon Advisors
Connecticut
$643K -$1.82K -7 -0.3%
PA
212
Planning Alternatives
Michigan
$631K
SAM
213
Securian Asset Management
Minnesota
$631K
SG Americas Securities
214
SG Americas Securities
New York
$623K +$371K +1,424 +189%
GIA
215
Gateway Investment Advisers
Ohio
$609K
EGM
216
Engineers Gate Manager
New York
$603K +$549K +2,108 New
BBVA
217
Banco Bilbao Vizcaya Argentaria
Spain
$590K +$85.2K +327 +19%
GS
218
GTS Securities
Florida
$582K +$242K +928 +84%
CGH
219
Crossmark Global Holdings
Texas
$579K -$16.9K -65 -3%
Truist Financial
220
Truist Financial
North Carolina
$574K +$245K +941 +88%
MSRPS
221
Maryland State Retirement & Pension System
Maryland
$548K
ET
222
Equitable Trust
Tennessee
$536K -$8.86K -34 -2%
QCM
223
Quantinno Capital Management
New York
$519K -$229K -877 -33%
SAMC
224
Spectrum Asset Management (California)
California
$515K
BOS
225
Bank of Stockton
California
$509K -$263K -1,008 -36%