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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$774K +$8.48K +189 +1%
DADC
152
D.A. Davidson & Co
Montana
$740K +$7.54K +168 +1%
Truist Financial
153
Truist Financial
North Carolina
$729K +$24.9K +554 +5%
CGH
154
Crossmark Global Holdings
Texas
$686K +$35.9K +799 +7%
Osaic Holdings
155
Osaic Holdings
Arizona
$663K +$31K +691 +6%
WA
156
Wealth Alliance
New York
$651K -$55.6K -1,238 -10%
YMRC
157
Yorktown Management & Research Company
Virginia
$637K
Capital Fund Management (CFM)
158
Capital Fund Management (CFM)
France
$616K +$486K +10,829 New
CH
159
Canton Hathaway
Rhode Island
$594K +$9.88K +220 +2%
Comerica Bank
160
Comerica Bank
Texas
$589K +$14.8K +330 +3%
MICM
161
Matthews International Capital Management
California
$586K -$22.4K -500 -5%
FP
162
Financial Perspectives
Minnesota
$535K +$187K +4,174 +80%
LPL Financial
163
LPL Financial
California
$521K +$16.2K +361 +4%
Westfield Capital Management
164
Westfield Capital Management
Massachusetts
$512K +$404K +9,010 New
HJGA
165
Hardman Johnston Global Advisors
Connecticut
$486K -$20.2K -450 -5%
DI
166
DUMAC Inc
North Carolina
$426K +$336K +7,492 New
KWM
167
Kingsview Wealth Management
Oregon
$419K -$480K -10,700 -59%
LSA
168
Leonteq Securities AG
Switzerland
$418K +$330K +7,341 New
CIAS
169
Capital Investment Advisory Services
North Carolina
$416K +$50.7K +1,129 +18%
EGM
170
Engineers Gate Manager
New York
$399K -$1.12M -24,841 -78%
WCM
171
Weld Capital Management
New York
$399K +$315K +7,015 New
MCM
172
McKinley Capital Management
Alaska
$390K -$9.2K -205 -3%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$368K +$32.8K +730 +13%
CA
174
Claro Advisors
Massachusetts
$363K
HSA
175
HBK Sorce Advisory
Pennsylvania
$347K -$84.2K -1,876 -24%