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Name Holding Trade Value Shares
Change
Change in
Stake
Harel Insurance Investments & Financial Services
401
Harel Insurance Investments & Financial Services
Israel
$54K +$75.3K +21 New
CT
402
Caldwell Trust
Florida
$51.4K – – –
SWA
403
Sutton Wealth Advisors
Florida
$51.4K – – –
Capital Analysts LLC
404
Capital Analysts LLC
Pennsylvania
$51K – – –
CFGS
405
Concourse Financial Group Securities
Alabama
$51K – – –
LC
406
Lindbrook Capital
California
$51K – – –
SignatureFD
407
SignatureFD
Georgia
$46K +$7.17K +2 +13%
Sowell Financial Services
408
Sowell Financial Services
Arkansas
$31K +$7.17K +2 +20%
FHA
409
Flagship Harbor Advisors
Massachusetts
$28K -$3.59K -1 -8%
Balentine LLC
410
Balentine LLC
Georgia
$26K – – –
ECM
411
Estabrook Capital Management
New York
$25.7K – – –
GAM
412
Gemmer Asset Management
California
$23K -$3.59K -1 -10%
O'Shaughnessy Asset Management
413
O'Shaughnessy Asset Management
Connecticut
$21K -$3.04M -847 -99%
AssetMark Inc
414
AssetMark Inc
California
$21K -$2.99M -833 -99%
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$21K +$14.3K +4 +100%
VAIA
416
Virtus Alternative Investment Advisers
Connecticut
$21K +$21.5K +6 +300%
IFP Advisors
417
IFP Advisors
Florida
$18K -$10.8K -3 -33%
TL
418
TrueWealth LLC
Georgia
$15K – – –
VEA
419
Virtus ETF Advisers
New York
$15K +$3.59K +1 +20%
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$17.9K +5 New
Smithfield Trust
421
Smithfield Trust
Pennsylvania
$11K +$10.8K +3 +300%
KFI
422
Key Financial Inc
Pennsylvania
$11K +$14.3K +4 New
Fred Alger Management
423
Fred Alger Management
New York
$10K -$50.2K -14 -78%
FANJ
424
Financial Architects (New Jersey)
New Jersey
$10K – – –
VCM
425
Versant Capital Management
Arizona
$10K +$3.59K +1 +33%