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Name Holding Trade Value Shares
Change
Change in
Stake
LF
201
Lannebo Fonder
Sweden
$786K +$874K +7,000 New
FEG
202
Financial Enhancement Group
Indiana
$776K -$93.1K -745 -11%
HighTower Advisors
203
HighTower Advisors
Illinois
$768K -$35K -280 -4%
MYIA
204
Mount Yale Investment Advisors
Colorado
$767K +$16.4K +131 +2%
CGH
205
Crossmark Global Holdings
Texas
$764K +$38K +304 +5%
JMPWA
206
JP Morgan Private Wealth Advisors
California
$764K -$67.5K -540 -7%
VI
207
Vestcor Inc
New Brunswick, Canada
$757K
WB
208
WesBanco Bank
West Virginia
$750K +$835K +6,681 New
E
209
Ergoteles
New York
$749K +$592K +4,742 +246%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$747K +$632K +5,060 +318%
Wellington Management Group
211
Wellington Management Group
Massachusetts
$744K +$582K +4,659 +237%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$740K +$827K +6,622 New
DTL
213
Dynamic Technology Lab
Singapore
$735K +$380K +3,040 +87%
VIA
214
Vident Investment Advisory
Georgia
$731K -$971K -7,772 -54%
JCIA
215
Jackson Creek Investment Advisors
Colorado
$726K -$12.4K -99 -2%
LA
216
Legacy Advisors
Pennsylvania
$710K +$338K +2,704 +75%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$707K -$44K -352 -5%
DA
218
Duality Advisers
Florida
$692K +$770K +6,167 New
Truist Financial
219
Truist Financial
North Carolina
$684K -$107K -856 -12%
HIM
220
Hillsdale Investment Management
Ontario, Canada
$673K
RWA
221
Roberts Wealth Advisors
California
$650K
X
222
Xponance
Pennsylvania
$649K -$11.4K -91 -2%
DT
223
Diversified Trust
Tennessee
$638K +$20.6K +165 +3%
AWM
224
AE Wealth Management
Kansas
$637K +$168K +1,342 +31%
YWP
225
YorkBridge Wealth Partners
New York
$632K -$72.2K -578 -9%