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Name Holding Trade Value Shares
Change
Change in
Stake
PCMH
201
Polymer Capital Management (HK)
Hong Kong
$142K +$161K +34,100 New
GT
202
Greenleaf Trust
Michigan
$137K +$156K +32,889 New
SFA
203
Sequoia Financial Advisors
Ohio
$136K +$85.3K +18,039 +123%
IIA
204
IPG Investment Advisors
California
$136K +$34.1K +7,200 +28%
Principal Financial Group
205
Principal Financial Group
Iowa
$130K +$148K +31,261 New
FTIS
206
First Trust Investment Solutions
Florida
$125K
GWM
207
Greenwich Wealth Management
Connecticut
$121K +$15.7K +3,315 +13%
BRWA
208
B. Riley Wealth Advisors
Florida
$121K -$56.2K -11,872 -29%
ECP
209
Electron Capital Partners
New York
$120K +$2.1K +445 +2%
SC
210
Scotia Capital
Ontario, Canada
$117K +$12.3K +2,599 +10%
CI
211
Cigna Investments
Connecticut
$114K
LNWTC
212
Laird Norton Wetherby Trust Company
Washington
$114K +$129K +27,376 New
CL
213
Choreo LLC
Illinois
$112K +$10.9K +2,313 +10%
PWPS
214
Pinnacle Wealth Planning Services
Ohio
$109K +$124K +26,297 New
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$107K +$22.7K +4,802 +23%
Lido Advisors
216
Lido Advisors
California
$106K +$1.38K +292 +1%
MML Investors Services
217
MML Investors Services
Massachusetts
$106K -$15.5K -3,268 -11%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$106K +$26.8K +5,662 +29%
RFC
219
Regions Financial Corp
Alabama
$105K
Truist Financial
220
Truist Financial
North Carolina
$105K +$29.1K +6,150 +32%
DZ Bank
221
DZ Bank
Germany
$104K +$110K +23,195 +896%
MGIA
222
Moneta Group Investment Advisors
Missouri
$104K +$42.5K +8,985 +56%
PAM
223
Panagora Asset Management
Massachusetts
$103K -$960 -203 -0.8%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$102K +$15.9K +3,371 +16%
Man Group
225
Man Group
United Kingdom
$101K +$15.6K +3,300 +16%