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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
51
Vanguard Personalized Indexing Management
California
$1.46M +$106K +1,458 +8%
GC
52
Guggenheim Capital
Illinois
$1.45M +$430K +5,920 +43%
UBS Group
53
UBS Group
Switzerland
$1.35M -$5.64M -77,650 -81%
Millennium Management
54
Millennium Management
New York
$1.28M +$358K +4,918 +40%
Victory Capital Management
55
Victory Capital Management
Texas
$1.22M -$333K -4,587 -22%
Truist Financial
56
Truist Financial
North Carolina
$1.21M -$3.85K -53 -0.3%
Cerity Partners
57
Cerity Partners
New York
$1.14M +$98.6K +1,356 +10%
Mariner
58
Mariner
Kansas
$1.08M +$147K +2,024 +16%
CIM
59
Confluence Investment Management
Missouri
$995K
TC
60
Towle & Co
Colorado
$994K -$18.2K -250 -2%
US Bancorp
61
US Bancorp
Minnesota
$990K -$124K -1,709 -11%
LPL Financial
62
LPL Financial
California
$973K -$156K -2,147 -14%
HFS
63
Hantz Financial Services
Michigan
$840K -$109K -1,496 -12%
BL
64
Balentine LLC
Georgia
$837K +$6.47K +89 +0.8%
DG
65
DMC Group
Alabama
$823K +$4.65K +64 +0.6%
SFA
66
Sequoia Financial Advisors
Ohio
$808K +$35.5K +488 +5%
IAA
67
Independent Advisor Alliance
North Carolina
$796K +$20.4K +281 +3%
API
68
Advisor Partners II
California
$789K +$37.7K +519 +5%
SIA
69
Schechter Investment Advisors
Michigan
$705K -$158K -2,180 -19%
Citigroup
70
Citigroup
New York
$679K +$151K +2,082 +29%
BHPW
71
Beverly Hills Private Wealth
California
$676K +$220K +3,023 +103%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$669K +$54.5K +750 +9%
TC
73
TownSquare Capital
Utah
$635K +$101K +1,392 +19%
JP Morgan Chase
74
JP Morgan Chase
New York
$625K -$428K -5,890 -41%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$622K -$98.9K -1,361 -14%