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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$67.4K +$65.7K +18,458 New
RJT
202
Raymond James Trust
Florida
$66.5K -$8.84K -2,485 -12%
IDA
203
Intelligence Driven Advisers
California
$65.8K +$66.1K +18,576 New
CW
204
CreativeOne Wealth
Kansas
$63K +$24.1K +6,768 +62%
SCP
205
Sivia Capital Partners
California
$62.6K +$11.3K +3,184 +22%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$62K +$18K +5,049 +40%
Truist Financial
207
Truist Financial
North Carolina
$61.2K -$10.1K -2,832 -14%
N
208
Natixis
France
$60.5K +$4.08K +1,146 +7%
AQR Capital Management
209
AQR Capital Management
Connecticut
$60.4K +$60.7K +17,069 New
SIG
210
Stonegate Investment Group
Alabama
$59.8K
ADL
211
Asset Dedication LLC
California
$59K
CSS
212
Cubist Systematic Strategies
Connecticut
$58.1K -$39.1K -10,984 -40%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$58K -$19.7K -5,538 -25%
PNC
214
Park National Corp
Ohio
$57.6K +$17.8K +4,998 +44%
VF
215
Vest Financial
Virginia
$56.9K +$57.2K +16,079 New
SW
216
SVB Wealth
Massachusetts
$56.5K +$56.8K +15,970 New
FCI
217
Financial Counselors Inc
Kansas
$56K +$1.02K +287 +2%
AWC
218
Abundance Wealth Counselors
Pennsylvania
$55K +$8.9K +2,501 +19%
RWP
219
RWA Wealth Partners
Massachusetts
$54.9K -$149K -41,750 -73%
PPW
220
Pasadena Private Wealth
California
$54.9K
NAS
221
Nicolet Advisory Services
Wisconsin
$54.5K
HWA
222
HCR Wealth Advisors
California
$54.5K
AF
223
Advisornet Financial
Minnesota
$54.4K -$4.46K -1,255 -8%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$54.3K +$2.4K +675 +5%
MTC
225
McDaniel Terry & Co
Texas
$54K