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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Axxcess Wealth Management
California
$286K +$84.5K +2,544 +35%
B
302
Bailard
California
$285K +$74.8K +2,250 +30%
Truist Financial
303
Truist Financial
North Carolina
$273K -$461K -13,871 -60%
FA
304
FDx Advisors
Illinois
$273K +$69.9K +2,105 +29%
CB
305
Commerce Bank
Missouri
$272K +$53.2K +1,602 +21%
Lido Advisors
306
Lido Advisors
California
$271K +$7.61K +229 +3%
NP
307
Ninepoint Partners
Ontario, Canada
$271K
CUAMC
308
China Universal Asset Management Company
China
$269K -$874K -26,290 -74%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$266K -$484K -14,567 -61%
EH
310
Equitable Holdings
New York
$265K +$40.8K +1,229 +16%
BCV
311
Banque Cantonale Vaudoise
Switzerland
$263K +$165K +4,979 +120%
LBWM
312
Left Brain Wealth Management
Illinois
$262K +$122K +3,679 +68%
BMSSC
313
B. Metzler seel. Sohn & Co
Germany
$258K +$63.7K +1,917 +27%
NYLIM
314
New York Life Investment Management
New York
$256K +$21.9K +660 +8%
BFG
315
Bleakley Financial Group
New Jersey
$255K -$11.6K -350 -4%
SS
316
Simplicity Solutions
Minnesota
$255K -$11.6K -350 -4%
ICP
317
Interchange Capital Partners
Pennsylvania
$255K +$88.1K +2,653 +43%
AIMCA
318
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$255K
SPC
319
Sigma Planning Corp
Michigan
$253K +$54.6K +1,643 +23%
LPU
320
Lansdowne Partners (UK)
United Kingdom
$247K +$66.9K +2,013 +31%
VI
321
Vestcor Inc
New Brunswick, Canada
$246K -$68K -2,048 -19%
RPCONE
322
Retirement Planning Company of New England
Rhode Island
$245K +$282K +8,475 New
WWP
323
Waypoint Wealth Partners
California
$241K -$79K -2,379 -22%
HCA
324
Harbor Capital Advisors
Illinois
$238K +$49.5K +1,489 +22%
Verition Fund Management
325
Verition Fund Management
Connecticut
$232K -$170K -5,127 -39%