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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
301
ABN AMRO Investment Solutions
$472K -$91.8K -5,741 -15%
AFG
302
Atomi Financial Group
New York
$470K -$17K -1,063 -3%
CAM
303
Cresset Asset Management
Illinois
$467K -$221K -13,818 -31%
Truist Financial
304
Truist Financial
North Carolina
$462K -$88.8K -5,552 -15%
AF
305
Allworth Financial
California
$462K +$93.1K +5,822 +23%
TC
306
TwinBeech Capital
New York
$459K +$488K +30,500 New
GCM
307
Graham Capital Management
Connecticut
$452K +$79.9K +5,000 +20%
SW
308
SteelPeak Wealth
California
$445K +$80K +5,005 +20%
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$444K +$37.8K +2,363 +9%
SCB
310
Saudi Central Bank
Saudi Arabia
$441K +$469K +29,319 New
SC
311
Savant Capital
Illinois
$440K +$30.3K +1,895 +7%
CIA
312
Concurrent Investment Advisors
Florida
$431K +$81.8K +5,116 +22%
Betterment LLC
313
Betterment LLC
New York
$431K +$457K +28,609 New
OC
314
Oppenheimer & Co
New York
$428K -$8.39K -525 -2%
SDH
315
Sloy Dahl & Holst
Washington
$423K -$41.8K -2,615 -9%
VCP
316
Verus Capital Partners
Arizona
$418K -$151K -9,429 -25%
Franklin Resources
317
Franklin Resources
California
$417K -$18.6K -1,161 -4%
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$416K -$59.3K -3,711 -12%
IWC
319
Integrated Wealth Concepts
Massachusetts
$414K +$250K +15,625 +131%
IAA
320
Independent Advisor Alliance
North Carolina
$409K +$242K +15,136 +126%
ECM
321
Everence Capital Management
Indiana
$409K +$27.7K +1,735 +7%
SC
322
Sapient Capital
Indiana
$407K -$52.8K -3,300 -11%
BP
323
Ballentine Partners
Massachusetts
$406K +$11.6K +727 +3%
FCH
324
Freestone Capital Holdings
Washington
$405K -$128 -8 -0%
GAM
325
Gotham Asset Management
New York
$404K -$928K -58,020 -68%