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Name Holding Trade Value Shares
Change
Change in
Stake
GM
126
GeoWealth Management
Illinois
$380K -$7.97K -805 -2%
YCM
127
Yousif Capital Management
Michigan
$379K -$267K -27,000 -42%
IWC
128
Integrated Wealth Concepts
Massachusetts
$365K +$14.6K +1,473 +4%
CFO
129
Callan Family Office
Pennsylvania
$363K +$353K +35,657 New
AWA
130
Aaron Wealth Advisors
Illinois
$357K +$25K +2,529 +8%
QCG
131
Quadrant Capital Group
Ohio
$356K +$4.57K +462 +1%
CP
132
Covenant Partners
Tennessee
$327K +$6.52K +659 +2%
SC
133
Savant Capital
Illinois
$325K +$66K +6,671 +26%
CCIA
134
Campbell & Co Investment Adviser
Maryland
$322K +$313K +31,624 New
M&T Bank
135
M&T Bank
New York
$322K +$3.57K +361 +1%
LSAG
136
Lake Street Advisors Group
New Hampshire
$322K +$3.29K +332 +1%
GWMR
137
GC Wealth Management RIA
Massachusetts
$321K -$43.1K -4,352 -12%
CWM
138
Congress Wealth Management
Massachusetts
$321K +$25.7K +2,598 +9%
VT
139
Vise Technologies
New York
$319K +$31K +3,136 +11%
MC
140
Maverick Capital
Texas
$319K -$1.17M -118,337 -79%
SFA
141
Sequoia Financial Advisors
Ohio
$309K +$4.11K +415 +1%
ECM
142
Evergreen Capital Management
Washington
$309K +$126K +12,781 +73%
Truist Financial
143
Truist Financial
North Carolina
$303K +$70.6K +7,136 +32%
CL
144
Choreo LLC
Illinois
$301K -$30.5K -3,081 -9%
SAM
145
Smartleaf Asset Management
Massachusetts
$299K +$106K +10,695 +57%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$294K +$286K +28,937 New
BFG
147
Bleakley Financial Group
New Jersey
$292K +$46K +4,645 +19%
Osaic Holdings
148
Osaic Holdings
Arizona
$279K +$10.1K +1,017 +4%
Pacer Advisors
149
Pacer Advisors
Pennsylvania
$277K -$9.5K -960 -3%
XT
150
XTX Topco
Cayman Islands
$272K +$265K +26,728 New