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Name Holding Trade Value Shares
Change
Change in
Stake
FA
151
FDx Advisors
Illinois
$508K -$227K -6,687 -29%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$495K +$552K +16,253 New
AIM
153
Aigen Investment Management
New York
$485K -$599K -17,619 -51%
FTDI
154
First Trust Direct Indexing
Massachusetts
$483K -$140K -4,109 -21%
AAM
155
Advisors Asset Management
Colorado
$482K -$51.6K -1,518 -9%
GG
156
Greenwood Gearhart
Arkansas
$473K -$78.9K -2,323 -13%
DI
157
Diligent Investors
California
$468K
GI
158
Gradient Investments
Minnesota
$468K +$125K +3,686 +32%
UCFA
159
United Capital Financial Advisors
Texas
$454K -$6.42M -188,935 -93%
Creative Planning
160
Creative Planning
Kansas
$452K -$220K -6,467 -30%
SPC
161
Sigma Planning Corp
Michigan
$451K +$70.5K +2,076 +16%
S
162
SignatureFD
Georgia
$446K -$48K -1,414 -9%
DBT
163
Dubuque Bank & Trust
Iowa
$441K -$57.3K -1,687 -10%
TAM
164
Tocqueville Asset Management
New York
$441K -$50.8K -1,496 -9%
BAM
165
Blueshift Asset Management
New Jersey
$440K +$491K +14,445 New
SWM
166
Sendero Wealth Management
Texas
$440K +$491K +14,466 New
AssetMark Inc
167
AssetMark Inc
California
$431K +$171K +5,044 +55%
M&T Bank
168
M&T Bank
New York
$423K +$49.2K +1,449 +12%
FCM
169
Firsthand Capital Management
California
$401K
9WM
170
9258 Wealth Management
Ohio
$400K -$15.9K -469 -3%
SSB
171
Sandy Spring Bank
Maryland
$393K -$4.11K -121 -0.9%
WT
172
Whittier Trust
California
$388K
GI
173
GAMCO Investors
Connecticut
$387K +$432K +12,712 New
JWBC
174
John W. Bristol & Co
New York
$383K
Truist Financial
175
Truist Financial
North Carolina
$377K -$133K -3,922 -24%