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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
326
Bleakley Financial Group
New Jersey
$720K +$23.3K +1,357 +3%
SS
327
Simplicity Solutions
Minnesota
$720K +$26.4K +1,535 +4%
PF
328
Phoenix Financial
Israel
$719K -$584K -34,000 -44%
SAM
329
Strategy Asset Managers
California
$707K -$185K -10,751 -20%
Truist Financial
330
Truist Financial
North Carolina
$698K -$3.41M -198,461 -82%
WAG
331
Wallace Advisory Group
California
$628K -$17.1K -995 -3%
Wolverine Trading
332
Wolverine Trading
Illinois
$619K +$660K +38,376 New
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
$602K +$549K +31,969 +596%
IWC
334
Integrated Wealth Concepts
Massachusetts
$593K +$36.3K +2,110 +6%
BP
335
Ballentine Partners
Massachusetts
$584K +$419K +24,366 +206%
Commonwealth Equity Services
336
Commonwealth Equity Services
Massachusetts
$578K +$19.9K +1,156 +3%
PFO
337
Pathstone Family Office
New Jersey
$566K +$603K +35,104 New
Wealth Enhancement Advisory Services
338
Wealth Enhancement Advisory Services
Minnesota
$565K +$602K +35,044 New
ACM
339
Adalta Capital Management
New York
$565K +$2.58K +150 +0.4%
OC
340
Oppenheimer & Co
New York
$561K
PA
341
Parallel Advisors
California
$560K -$2.32K -135 -0.4%
FFA
342
Farther Finance Advisors
California
$552K +$14K +816 +2%
CHAM
343
Clear Harbor Asset Management
Connecticut
$546K
AC
344
AXQ Capital
New Jersey
$542K +$577K +33,600 New
FRM
345
Fox Run Management
Connecticut
$542K +$577K +33,595 New
GAM
346
Gotham Asset Management
New York
$540K +$29K +1,690 +5%
PAG
347
Private Advisory Group
Washington
$538K +$127K +7,394 +29%
HCA
348
Harbor Capital Advisors
Illinois
$528K
VF
349
Virtu Financial
New York
$525K +$560K +32,568 New
CIM
350
Contravisory Investment Management
Massachusetts
$521K -$19.3K -1,125 -3%