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Name Holding Trade Value Shares
Change
Change in
Stake
FT
201
Fiduciary Trust
Massachusetts
$122K -$203 -48 -0.2%
CL
202
Choreo LLC
Illinois
$119K +$1.53K +363 +1%
AAM
203
Advisors Asset Management
Colorado
$118K +$51.4K +12,146 +74%
Truist Financial
204
Truist Financial
North Carolina
$115K +$28.8K +6,810 +33%
BAM
205
Bellevue Asset Management
Washington
$113K
M&T Bank
206
M&T Bank
New York
$110K -$5.14K -1,215 -4%
VFA
207
Valeo Financial Advisors
Indiana
$109K +$3.14K +742 +3%
DC
208
DeDora Capital
California
$107K
Luther King Capital Management (LKCM)
209
Luther King Capital Management (LKCM)
Texas
$104K
PWPS
210
Pinnacle Wealth Planning Services
Ohio
$103K -$3.66K -866 -3%
BBVA
211
Banco Bilbao Vizcaya Argentaria
Spain
$100K +$102K +24,109 New
CAAS
212
Capital Asset Advisory Services
Michigan
$99.9K -$34.7K -8,214 -25%
AIA
213
AIMZ Investment Advisors
California
$96.5K
IAIM
214
International Assets Investment Management
Florida
$96.1K -$10.6K -2,499 -10%
AL
215
Aspiriant LLC
California
$95.7K
MCM
216
Marathon Capital Management
Maryland
$95.5K -$33.8K -8,000 -26%
IWC
217
Integrated Wealth Concepts
Massachusetts
$95K -$16.4K -3,876 -15%
SBIA
218
Sheaff Brock Investment Advisors
Indiana
$93.8K
RJT
219
Raymond James Trust
Florida
$92K -$1.86K -439 -2%
SIA
220
Schechter Investment Advisors
Michigan
$91.7K -$10.7K -2,532 -10%
BG
221
Bahl & Gaynor
Ohio
$91.1K
NFA
222
Northern Financial Advisors
Michigan
$85.4K
Baird Financial Group
223
Baird Financial Group
Wisconsin
$85.3K +$86.7K +20,498 New
EFG
224
Everhart Financial Group
Ohio
$83.8K -$4.12K -973 -5%
FIA
225
FNY Investment Advisers
New York
$83K -$216K -51,136 -72%