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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
AE Wealth Management
Kansas
$314K -$33.3K -526 -9%
Wealth Enhancement Advisory Services
427
Wealth Enhancement Advisory Services
Minnesota
$313K +$320K +5,055 New
Truist Financial
428
Truist Financial
North Carolina
$313K -$38.3K -605 -11%
FLPIM
429
F.L. Putnam Investment Management
Massachusetts
$312K +$127 +2 +0%
QPBE
430
Quintet Private Bank (Europe)
Luxembourg
$310K +$1.2K +19 +0.4%
BCP
431
Berkeley Capital Partners
Georgia
$304K +$4.93K +78 +2%
GIBU
432
Gulf International Bank (UK)
United Kingdom
$304K -$128K -2,020 -29%
MAG
433
MRA Advisory Group
New Jersey
$297K -$26.9K -425 -8%
CFB
434
Cullen/Frost Bankers
Texas
$297K – – –
EH
435
Equitable Holdings
New York
$297K +$14.2K +224 +5%
BL
436
Balentine LLC
Georgia
$295K +$300K +4,748 New
KeyBank National Association
437
KeyBank National Association
Ohio
$293K -$9.05K -143 -3%
VT
438
Vise Technologies
New York
$292K -$1.52K -24 -0.5%
FFM
439
Forum Financial Management
Illinois
$291K – – –
BHPW
440
Beverly Hills Private Wealth
California
$288K -$317K -5,018 -52%
ABC
441
Associated Banc-Corp
Wisconsin
$286K -$6.33K -100 -2%
EGM
442
Engineers Gate Manager
New York
$285K +$292K +4,620 New
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$285K +$569 +9 +0.2%
WS
444
Wedbush Securities
California
$279K +$16.4K +260 +6%
MCM
445
MAI Capital Management
Ohio
$279K +$57.1K +902 +25%
WJWM
446
Williams Jones Wealth Management
New York
$278K – – –
GIS
447
Grayhawk Investment Strategies
Alberta, Canada
$266K – – –
BCI
448
Brinker Capital Investments
Pennsylvania
$266K -$4.68K -74 -2%
OPS
449
Orion Portfolio Solutions
Nebraska
$266K -$4.68K -74 -2%
VF
450
Virtu Financial
New York
$265K +$271K +4,290 New