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Name Holding Trade Value Shares
Change
Change in
Stake
BP
201
Ballentine Partners
Massachusetts
$128K +$110K +28,993 New
Koshinski Asset Management
202
Koshinski Asset Management
Illinois
$127K +$109K +28,879 New
W
203
WealthStone
Ohio
$127K +$109K +28,849 New
Truist Financial
204
Truist Financial
North Carolina
$121K +$6.14K +1,625 +6%
VF
205
Virtu Financial
New York
$120K +$103K +27,365 New
BAM
206
Bellevue Asset Management
Washington
$119K
CA
207
Cetera Advisors
Colorado
$118K -$10.2K -2,707 -9%
DC
208
DeDora Capital
California
$117K
First Manhattan
209
First Manhattan
New York
$116K +$11.3K +3,000 +13%
JT
210
Jump Trading
Illinois
$114K +$98K +25,934 New
ADL
211
Asset Dedication LLC
California
$113K
LFAS
212
Level Four Advisory Services
Texas
$110K +$56.4K +14,939 +148%
AIA
213
AIMZ Investment Advisors
California
$106K -$3.02K -800 -3%
AL
214
Aspiriant LLC
California
$103K +$11.1K +2,937 +14%
LSAG
215
Lake Street Advisors Group
New Hampshire
$102K -$26.1K -6,918 -23%
TD Asset Management
216
TD Asset Management
Ontario, Canada
$102K -$4K -1,058 -4%
CPA
217
Court Place Advisors
Maryland
$101K
KA
218
Kovack Advisors
Florida
$99K -$12.4K -3,270 -13%
PL
219
Plancorp LLC
Missouri
$99K
MA
220
Mutual Advisors
Nebraska
$99K +$42.5K +11,257 +101%
SI
221
Stephens Inc
Arkansas
$98K -$6.14K -1,625 -7%
FIM
222
Freedom Investment Management
Connecticut
$97K +$94 +25 +0.1%
BG
223
Bahl & Gaynor
Ohio
$96K
OWA
224
Outlook Wealth Advisors
Texas
$95K +$4.88K +1,293 +6%
S
225
SignatureFD
Georgia
$95K +$7.25K +1,919 +10%