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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$2.18M +$79.2K +3,525 +4%
State Street
52
State Street
Massachusetts
$2.17M +$971K +43,241 +96%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$2.14M -$2.79M -124,198 -58%
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$2.08M -$104K -4,625 -5%
FCM
55
Firsthand Capital Management
California
$2.06M +$1.9M +84,577 +665%
OMC
56
Old Mission Capital
Illinois
$2.06M -$3.99M -177,512 -67%
FTDI
57
First Trust Direct Indexing
Massachusetts
$2.05M -$11.4K -509 -0.6%
Mariner
58
Mariner
Kansas
$2.01M -$8.54K -380 -0.4%
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.83M +$89.8K +3,999 +5%
CGH
60
Crossmark Global Holdings
Texas
$1.82M -$67.7K -3,012 -4%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.7M +$251K +11,159 +18%
BMC
62
Benin Management Corp
Connecticut
$1.59M -$45 -2 -0%
LPL Financial
63
LPL Financial
California
$1.59M +$78.2K +3,483 +5%
Creative Planning
64
Creative Planning
Kansas
$1.52M +$359K +15,984 +32%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.52M -$204K -9,065 -12%
Corient Private Wealth
66
Corient Private Wealth
Florida
$1.51M +$201K +8,943 +16%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.49M -$518K -23,065 -26%
LWAM
68
Legacy Wealth Asset Management
Minnesota
$1.47M +$2.16K +96 +0.2%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$1.45M -$122K -5,452 -8%
NW
70
NewEdge Wealth
Pennsylvania
$1.38M -$213K -9,494 -14%
VAS
71
Vestmark Advisory Solutions
Massachusetts
$1.38M +$78.8K +3,509 +6%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.38M -$778K -34,638 -37%
DFC
73
DB Fitzpatrick & Co
Idaho
$1.33M -$739K -32,920 -37%
Truist Financial
74
Truist Financial
North Carolina
$1.31M -$206K -9,154 -14%
Cerity Partners
75
Cerity Partners
New York
$1.3M -$200K -8,905 -14%