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Name Holding Trade Value Shares
Change
Change in
Stake
BBES
401
Buffalo Business & Estate Services
New York
$418K
PA
402
ProCore Advisors
California
$401K -$13.3K -102 -3%
OC
403
Oarsman Capital
Wisconsin
$401K
ECM
404
Everence Capital Management
Indiana
$399K
SFG
405
Stonebridge Financial Group
California
$395K +$388K +2,980 New
1WM
406
1900 Wealth Management
Texas
$388K +$380K +2,923 New
MML Investors Services
407
MML Investors Services
Massachusetts
$387K -$333K -2,560 -47%
TC
408
Truvestments Capital
Florida
$383K +$1.95K +15 +0.5%
KeyBank National Association
409
KeyBank National Association
Ohio
$380K -$17.3K -133 -4%
LA
410
Legacy Advisors
Pennsylvania
$371K +$363K +2,793 New
VAG
411
VisionPoint Advisory Group
Texas
$367K -$21.3K -164 -6%
I
412
InceptionR
California
$353K -$220K -1,688 -39%
FIA
413
Foundations Investment Advisors
Arizona
$350K +$343K +2,639 New
JWM
414
JDH Wealth Management
California
$343K +$390 +3 +0.1%
SCA
415
Snowden Capital Advisors
New York
$341K -$47.2K -363 -12%
EL
416
EWA LLC
Pennsylvania
$340K -$4.16K -32 -1%
DADC
417
D.A. Davidson & Co
Montana
$336K +$17.6K +135 +6%
WWM
418
Walser Wealth Management
Florida
$336K +$329K +2,528 New
HWM
419
HB Wealth Management
Georgia
$332K +$325K +2,498 New
First Manhattan
420
First Manhattan
New York
$331K
Truist Financial
421
Truist Financial
North Carolina
$325K -$58.5K -450 -16%
SGCM
422
Sanchez Gaunt Capital Management
Nevada
$318K -$121K -930 -28%
TPI
423
Trust Point Inc
Wisconsin
$311K -$3.77K -29 -1%
SO
424
STRS Ohio
Ohio
$301K -$2.87M -22,033 -91%
Betterment LLC
425
Betterment LLC
New York
$300K +$294K +2,258 New