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Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$1.05M +$98.7K +356 +11%
AWM
152
Altium Wealth Management
New York
$1.04M +$61.3K +221 +6%
LNWWM
153
Laird Norton Wetherby Wealth Management
California
$1.03M +$4.16K +15 +0.4%
GIA
154
GHP Investment Advisors
Colorado
$960K
CI
155
Capital International
California
$923K +$281K +1,013 +45%
PAG
156
Private Advisor Group
New Jersey
$909K +$379K +1,366 +74%
OAM
157
Oppenheimer Asset Management
New York
$907K +$885K +3,193 New
FTDI
158
First Trust Direct Indexing
Massachusetts
$906K +$36.3K +131 +4%
1832 Asset Management
159
1832 Asset Management
Ontario, Canada
$904K +$888K +3,202 New
TF
160
TLWM Financial
Texas
$898K +$33.8K +122 +4%
AAM
161
Advisors Asset Management
Colorado
$897K -$34.7K -125 -4%
SPC
162
Sigma Planning Corp
Michigan
$894K +$247K +892 +40%
II
163
Inspire Investing
Idaho
$889K +$868K +3,129 New
WCM Investment Management
164
WCM Investment Management
California
$847K -$14.1K -51 -2%
Verition Fund Management
165
Verition Fund Management
Connecticut
$837K +$817K +2,947 New
PFO
166
Pathstone Family Office
New Jersey
$830K +$215K +774 +36%
FBFS
167
First Business Financial Services
Wisconsin
$771K
Creative Planning
168
Creative Planning
Kansas
$767K +$116K +419 +18%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$757K -$4.91M -17,696 -87%
TRCT
170
Tower Research Capital (TRC)
New York
$737K +$399K +1,438 +124%
CG
171
Colony Group
Massachusetts
$734K +$189K +682 +36%
AWM
172
Avior Wealth Management
Nebraska
$718K
SBH
173
Segall Bryant & Hamill
Illinois
$717K -$555 -2 -0.1%
BRWA
174
B. Riley Wealth Advisors
Florida
$684K +$62.1K +224 +10%
KLC
175
Knowledge Leaders Capital
Colorado
$668K +$7.76K +28 +1%