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Name Holding Trade Value Shares
Change
Change in
Stake
API
51
Advisor Partners II
California
$1.37M +$279K +2,677 +25%
TC
52
Towle & Co
Colorado
$1.34M -$35.5K -340 -3%
Wells Fargo
53
Wells Fargo
California
$1.26M -$1.79M -17,103 -58%
Citigroup
54
Citigroup
New York
$1.19M +$249K +2,382 +26%
UBS Group
55
UBS Group
Switzerland
$1.14M -$750K -7,186 -39%
RIA
56
Recurrent Investment Advisors
Texas
$1.12M -$1.67M -16,018 -59%
SSA
57
Schonfeld Strategic Advisors
New York
$1.12M +$1.14M +10,900 New
BL
58
Balentine LLC
Georgia
$1.11M -$53.9K -516 -5%
DG
59
DMC Group
Alabama
$1.1M -$40K -383 -3%
US Bancorp
60
US Bancorp
Minnesota
$1.08M -$296K -2,831 -21%
SFA
61
Sequoia Financial Advisors
Ohio
$1.08M -$38.6K -370 -3%
IAA
62
Independent Advisor Alliance
North Carolina
$1.08M -$24.8K -238 -2%
Truist Financial
63
Truist Financial
North Carolina
$1.05M -$635K -6,083 -37%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$926K +$944K +9,038 New
JP Morgan Chase
65
JP Morgan Chase
New York
$876K +$9.81K +94 +1%
LPL Financial
66
LPL Financial
California
$841K -$517K -4,953 -38%
Capstone Investment Advisors
67
Capstone Investment Advisors
New York
$817K +$832K +7,973 New
GT
68
Greenleaf Trust
Michigan
$810K -$50.1K -480 -6%
FC
69
FORA Capital
Florida
$800K +$815K +7,802 New
TC
70
TownSquare Capital
Utah
$794K -$87.2K -835 -10%
CAM
71
Cresset Asset Management
Illinois
$783K +$2.92K +28 +0.4%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$781K -$148K -1,422 -16%
AQR Capital Management
73
AQR Capital Management
Connecticut
$779K +$153K +1,463 +24%
ACA
74
Atlas Capital Advisors
Wyoming
$756K -$101K -966 -12%
Ameriprise
75
Ameriprise
Minnesota
$736K +$16.3K +156 +2%