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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$713K -$2.63M -83,003 -80%
BF
152
BOK Financial
Oklahoma
$704K -$27.6K -871 -4%
WPEP
153
Walnut Private Equity Partners
Nebraska
$701K -$19.9K -627 -3%
HT
154
HighTower Trust
Texas
$685K +$145K +4,576 +29%
SRCM
155
Swift Run Capital Management
Virginia
$681K +$31.7K +1,000 +5%
AIA
156
Avalon Investment & Advisory
Texas
$677K +$77.3K +2,435 +14%
PCMM
157
Private Capital Management (Minnesota)
Minnesota
$651K -$121K -3,800 -16%
MOACM
158
Mutual of America Capital Management
New York
$647K +$120K +3,770 +24%
Jane Street
159
Jane Street
New York
$645K -$1.42M -44,634 -70%
HCM
160
Hollencrest Capital Management
California
$639K -$66.6K -2,100 -10%
Truist Financial
161
Truist Financial
North Carolina
$626K +$591K +18,625 New
SBIA
162
Sheaff Brock Investment Advisors
Indiana
$621K – – –
DAC
163
Dividend Assets Capital
South Carolina
$614K -$68.4K -2,155 -11%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$594K +$21.3K +670 +4%
MFW
165
Mosaic Family Wealth
Missouri
$575K -$7.33K -231 -1%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$559K -$290K -9,153 -36%
NFC
167
Northeast Financial Consultants
Connecticut
$545K +$51.9K +1,635 +11%
LPL Financial
168
LPL Financial
California
$543K -$478K -15,076 -47%
ST
169
Spot Trading
Illinois
$527K +$497K +15,669 New
BCFA
170
BP Capital Fund Advisors
Texas
$508K -$732K -23,076 -60%
DLG
171
Daniel L. Goodwin
$504K +$476K +15,000 New
WEC
172
Winslow Evans & Crocker
Massachusetts
$472K +$32 +1 +0%
LW
173
Linscomb Wealth
Texas
$463K +$7.65K +241 +2%
Luther King Capital Management (LKCM)
174
Luther King Capital Management (LKCM)
Texas
$447K -$4.16K -131 -1%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$421K +$325K +10,239 +449%