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Name Holding Trade Value Shares
Change
Change in
Stake
BE
51
Bonness Enterprises
District of Columbia
$2.37M
HFS
52
Hantz Financial Services
Michigan
$2.37M +$372K +14,483 +19%
BHPW
53
Beverly Hills Private Wealth
California
$2.36M +$77.2K +3,007 +3%
Cerity Partners
54
Cerity Partners
New York
$2.17M -$26.7K -1,042 -1%
Mariner
55
Mariner
Kansas
$2.15M +$50.5K +1,968 +2%
HCMT
56
Highland Capital Management (Tennessee)
Tennessee
$2.13M +$151K +5,902 +8%
LWAM
57
Legacy Wealth Asset Management
Minnesota
$2.02M +$399K +15,545 +25%
QCM
58
QRG Capital Management
Illinois
$2.01M -$938K -36,546 -32%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$2.01M -$27.9K -1,087 -1%
CCP
60
Carmel Capital Partners
California
$1.99M -$534K -20,811 -22%
VAS
61
Vestmark Advisory Solutions
Massachusetts
$1.96M -$117K -4,550 -6%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$1.93M -$151K -5,870 -7%
CCG
63
Cloverfields Capital Group
Minnesota
$1.89M -$165K -6,435 -8%
Corient Private Wealth
64
Corient Private Wealth
Florida
$1.81M +$625K +24,353 +55%
BMC
65
Benin Management Corp
Connecticut
$1.8M
XC
66
XY Capital
Hong Kong
$1.76M +$1.34M +52,181 +357%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$1.75M +$1.48M +57,557 +646%
FFA
68
First Foundation Advisors
California
$1.69M
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.68M +$156K +6,067 +10%
First Trust Advisors
70
First Trust Advisors
Illinois
$1.67M -$3.28M -127,833 -67%
Creative Planning
71
Creative Planning
Kansas
$1.63M +$63.9K +2,489 +4%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.58M +$280K +10,896 +22%
KAS
73
Kestra Advisory Services
Texas
$1.52M +$1.49M +57,903 New
Vanguard Personalized Indexing Management
74
Vanguard Personalized Indexing Management
California
$1.5M +$62.8K +2,447 +4%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1.48M +$286K +11,163 +25%