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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$510K +$107K +3,152 +24%
DWT
202
Dorsey & Whitney Trust
South Dakota
$501K -$24.7K -728 -4%
Truist Financial
203
Truist Financial
North Carolina
$498K -$17.7K -523 -3%
JF
204
Jump Financial
Illinois
$489K +$523K +15,451 New
AWM
205
Aprio Wealth Management
Georgia
$487K +$98.9K +2,918 +23%
STA
206
Summit Trail Advisors
New York
$478K -$86.8K -2,563 -15%
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$474K -$94.6K -2,792 -16%
LWAM
208
Legacy Wealth Asset Management
Minnesota
$466K +$15.5K +457 +3%
VWM
209
Venturi Wealth Management
Texas
$466K -$22.2K -654 -4%
GT
210
Glenmede Trust
Pennsylvania
$459K -$68 -2 -0%
IRP
211
Investment Research Partners
Pennsylvania
$456K +$77.6K +2,292 +19%
Lido Advisors
212
Lido Advisors
California
$453K -$103K -3,032 -17%
SI
213
Stephens Inc
Arkansas
$453K +$82.2K +2,425 +20%
GRP
214
Global Retirement Partners
California
$450K +$481K +14,201 New
PAW
215
Plan A Wealth
Nebraska
$449K +$77.6K +2,292 +19%
DWM
216
Diversify Wealth Management
Utah
$449K -$79K -2,332 -16%
DAS
217
Diversify Advisory Services
Utah
$449K +$426K +12,585 New
SCA
218
Snowden Capital Advisors
New York
$447K -$25.3K -747 -5%
PA
219
Profund Advisors
Maryland
$443K -$13.7K -404 -3%
CCA
220
Checchi Capital Advisers
California
$440K -$3.56K -105 -0.7%
SPIA
221
Steward Partners Investment Advisory
New York
$437K +$272K +8,019 +139%
IMC Chicago
222
IMC Chicago
Illinois
$429K +$459K +13,540 New
UWS
223
Unique Wealth Strategies
Illinois
$419K +$4.78K +141 +1%
AHL
224
Abel Hall LLC
Louisiana
$419K +$55.9K +1,650 +14%
GCM
225
Gallacher Capital Management
Colorado
$406K -$23.6K -697 -5%