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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
526
Institute for Wealth Management
Colorado
$393K +$391K +24,454 New
IA
527
IFP Advisors
Florida
$390K +$204K +12,748 +111%
GCM
528
Graham Capital Management
Connecticut
$387K +$385K +24,080 New
FRA
529
Frank Rimerman Advisors
California
$385K +$4.31K +270 +1%
AWA
530
Aaron Wealth Advisors
Illinois
$385K +$122K +7,642 +47%
SPIA
531
Steward Partners Investment Advisory
New York
$385K +$365K +22,851 +2,095%
JSW
532
Journey Strategic Wealth
New Jersey
$372K +$164K +10,266 +80%
STA
533
Summit Trail Advisors
New York
$372K +$71.9K +4,499 +24%
AG
534
Ascent Group
Virginia
$370K +$45.9K +2,873 +14%
CAG
535
Crestwood Advisors Group
Massachusetts
$365K +$36.2K +2,265 +11%
CHAM
536
Clear Harbor Asset Management
Connecticut
$361K
SAM
537
Smartleaf Asset Management
Massachusetts
$358K +$200K +12,540 +129%
RA
538
Riversedge Advisors
Delaware
$356K +$83.9K +5,251 +31%
SFA
539
Souders Financial Advisors
Ohio
$349K -$24.8K -1,555 -7%
CI
540
Cigna Investments
Connecticut
$345K
TC
541
TownSquare Capital
Utah
$342K +$7.92K +496 +2%
VSQM
542
V-Square Quantitative Management
Illinois
$342K -$7.83K -490 -2%
TSS
543
Two Sigma Securities
New York
$336K +$334K +20,927 New
Truist Financial
544
Truist Financial
North Carolina
$331K -$48.5K -3,037 -13%
DA
545
Denali Advisors
California
$330K
SIA
546
Soltis Investment Advisors
Utah
$328K +$326K +20,399 New
BEI
547
Benjamin Edwards Inc
Missouri
$327K +$325K +20,370 New
Bessemer Group
548
Bessemer Group
New Jersey
$325K -$104K -6,514 -24%
CCM
549
Coldstream Capital Management
Washington
$325K -$56K -3,504 -15%
AIP
550
Ameritas Investment Partners
Nebraska
$322K