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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Coldstream Capital Management
Washington
$357K +$264K +16,978 +245%
SFA
77
Sequoia Financial Advisors
Ohio
$356K +$161K +10,324 +76%
FAM
78
Formidable Asset Management
Ohio
$342K -$20.3K -1,306 -5%
XT
79
XTX Topco
Cayman Islands
$342K -$1M -64,303 -74%
FRM
80
Fox Run Management
Connecticut
$327K +$341K +21,892 New
Truist Financial
81
Truist Financial
North Carolina
$327K +$66.3K +4,261 +24%
JFA
82
JNBA Financial Advisors
Minnesota
$317K -$93.7K -6,023 -22%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$317K +$330K +21,244 New
First Trust Advisors
84
First Trust Advisors
Illinois
$316K -$49.4K -3,178 -13%
CFO
85
Callan Family Office
Pennsylvania
$307K +$320K +20,579 New
ECM
86
Evergreen Capital Management
Washington
$298K +$4.43K +285 +1%
Ameriprise
87
Ameriprise
Minnesota
$284K -$30.1K -1,932 -9%
GWWM
88
Great Waters Wealth Management
Minnesota
$272K +$50.7K +3,258 +22%
M&T Bank
89
M&T Bank
New York
$271K +$26.4K +1,698 +10%
RWM
90
Ritholtz Wealth Management
New York
$265K +$276K +17,761 New
SC
91
Savant Capital
Illinois
$255K +$87.9K +5,652 +49%
EI
92
Ellevest Inc
New York
$252K -$54.9K -3,530 -17%
Franklin Resources
93
Franklin Resources
California
$251K +$1.31K +84 +0.5%
S
94
SignatureFD
Georgia
$250K -$20.5K -1,321 -7%
FAFN
95
First Affirmative Financial Network
Colorado
$250K +$24.9K +1,604 +11%
FC
96
FCA Corp
Texas
$239K
GWM
97
Gitterman Wealth Management
New Jersey
$226K -$4.23K -272 -2%
MG
98
Mather Group
Illinois
$220K
RhumbLine Advisers
99
RhumbLine Advisers
Massachusetts
$215K +$5.57K +358 +3%
CL
100
Choreo LLC
Illinois
$213K +$35.9K +2,305 +19%