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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$797K +$213K +19,017 +40%
RCAG
102
Rehmann Capital Advisory Group
Michigan
$777K +$37.9K +3,380 +5%
KCM
103
Kathmere Capital Management
Pennsylvania
$770K +$20.8K +1,853 +3%
Corient Private Wealth
104
Corient Private Wealth
Florida
$758K +$41.6K +3,711 +6%
S
105
SignatureFD
Georgia
$755K +$29.9K +2,664 +4%
BTI
106
Blue Trust Inc
Georgia
$745K +$194K +17,345 +38%
Truist Financial
107
Truist Financial
North Carolina
$743K +$365K +32,529 +109%
Ameriprise
108
Ameriprise
Minnesota
$731K +$55.1K +4,918 +9%
HF
109
HRT Financial
New York
$716K +$162K +14,408 +32%
Janus Henderson Group
110
Janus Henderson Group
$711K -$266K -23,743 -29%
AAM
111
Advisors Asset Management
Colorado
$709K -$340K -30,330 -34%
UCFA
112
United Capital Financial Advisors
Texas
$705K +$63.9K +5,704 +11%
DWT
113
Dorsey & Whitney Trust
South Dakota
$698K +$9.53K +850 +1%
HWAM
114
Hennion & Walsh Asset Management
New Jersey
$675K -$36.4K -3,249 -5%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$666K +$183K +16,335 +41%
Two Sigma Investments
116
Two Sigma Investments
New York
$628K -$18.5K -1,646 -3%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$623K -$221K -19,720 -27%
MYIA
118
Mount Yale Investment Advisors
Colorado
$614K -$133K -11,892 -19%
RC
119
RBF Capital
California
$596K
AFG
120
Atomi Financial Group
New York
$575K +$35.2K +3,143 +7%
FIM
121
Freedom Investment Management
Connecticut
$563K -$105K -9,388 -17%
WA
122
Wealthstar Advisors
Texas
$538K +$506K +45,124 New
GCM
123
Gallacher Capital Management
Colorado
$530K -$49.5K -4,415 -9%
BP
124
Ballentine Partners
Massachusetts
$526K +$4.36K +389 +0.9%
Pzena Investment Management
125
Pzena Investment Management
New York
$526K -$106K -9,484 -18%