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Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$207K +$145K +10,841 +244%
M&T Bank
77
M&T Bank
New York
$205K +$2.88K +215 +1%
FIM
78
Freedom Investment Management
Connecticut
$200K -$16.1K -1,202 -8%
MG
79
Mather Group
Illinois
$200K
GWWM
80
Great Waters Wealth Management
Minnesota
$197K
TC
81
TownSquare Capital
Utah
$195K +$193K +14,387 New
GWM
82
Gitterman Wealth Management
New Jersey
$192K +$189K +14,121 New
QCG
83
Quadrant Capital Group
Ohio
$190K +$4.61K +344 +3%
EGM
84
Engineers Gate Manager
New York
$189K +$187K +13,961 New
UCFA
85
United Capital Financial Advisors
Texas
$189K +$8.15K +608 +5%
PSP
86
Principal Street Partners
Tennessee
$185K
CA
87
Crane Advisory
California
$183K
SFA
88
Sequoia Financial Advisors
Ohio
$176K -$13.1K -978 -7%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$168K +$11.9K +890 +8%
SI
90
Seeds Investor
New York
$166K +$22.2K +1,656 +16%
CL
91
Choreo LLC
Illinois
$159K -$18K -1,346 -10%
GT
92
Glenmede Trust
Pennsylvania
$149K +$147K +10,983 New
YCM
93
Yousif Capital Management
Michigan
$146K
LSAG
94
Lake Street Advisors Group
New Hampshire
$146K +$1.25K +93 +0.9%
CG
95
Caprock Group
Idaho
$146K +$144K +10,764 New
Truist Financial
96
Truist Financial
North Carolina
$139K +$137K +10,217 New
Osaic Holdings
97
Osaic Holdings
Arizona
$138K -$30.3K -2,257 -18%
Citigroup
98
Citigroup
New York
$125K +$55.5K +4,142 +82%
PA
99
Parallel Advisors
California
$123K +$17.5K +1,308 +17%
AA
100
Addison Advisors
Vermont
$102K +$1.29K +96 +1%