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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$103K -$14K -3,539 -11%
AAS
202
Avantax Advisory Services
Texas
$103K -$8.43K -2,138 -7%
BAM
203
Bellevue Asset Management
Washington
$101K
XT
204
XTX Topco
Cayman Islands
$101K -$214K -54,130 -67%
ADL
205
Asset Dedication LLC
California
$100K -$29.9K -7,572 -22%
DC
206
DeDora Capital
California
$96.1K
Luther King Capital Management (LKCM)
207
Luther King Capital Management (LKCM)
Texas
$93.5K
PAS
208
Park Avenue Securities
New York
$93K +$98K +24,850 New
VFA
209
Valeo Financial Advisors
Indiana
$92.4K -$5.88K -1,491 -6%
IWC
210
Integrated Wealth Concepts
Massachusetts
$92K +$7.04K +1,785 +8%
NB
211
Northwest Bancshares
Pennsylvania
$91.9K +$96.9K +24,570 New
PWPS
212
Pinnacle Wealth Planning Services
Ohio
$91.1K -$1.65K -417 -2%
PP
213
Patten & Patten
Tennessee
$89.6K -$24.5K -6,210 -21%
HT
214
Headlands Technologies
Illinois
$88.1K -$262K -66,430 -74%
NA
215
NewEdge Advisors
Louisiana
$87.2K +$13.6K +3,453 +17%
AIA
216
AIMZ Investment Advisors
California
$86.8K
FAFN
217
First Affirmative Financial Network
Colorado
$86.4K +$16.2K +4,100 +22%
AL
218
Aspiriant LLC
California
$86K
MCM
219
Marathon Capital Management
Maryland
$85.8K
IAIM
220
International Assets Investment Management
Florida
$85.3K -$170 -43 -0.2%
DCM
221
Dudley Capital Management
Virginia
$85.3K -$36.3K -9,200 -29%
CCA
222
Checchi Capital Advisers
California
$83.2K +$23K +5,828 +36%
BG
223
Bahl & Gaynor
Ohio
$82.1K +$197 +50 +0.2%
Truist Financial
224
Truist Financial
North Carolina
$81.8K -$23.2K -5,883 -21%
AP
225
Adero Partners
California
$80.5K +$84.9K +21,523 New