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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Concurrent Investment Advisors
Florida
$499K -$156K -1,592 -23%
SPIA
202
Steward Partners Investment Advisory
New York
$492K +$127K +1,299 +33%
BF
203
Brogan Financial
Tennessee
$481K +$490 +5 +0.1%
JFG
204
Jefferies Financial Group
New York
$475K +$490K +5,000 New
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$475K -$29.5K -301 -6%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$467K -$20.4K -208 -4%
AAM
207
Advisors Asset Management
Colorado
$466K -$523K -5,340 -52%
CIBC World Market
208
CIBC World Market
Ontario, Canada
$456K +$470K +4,800 New
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$453K -$138K -1,404 -23%
SLAM
210
Swiss Life Asset Management
$452K +$46.7K +476 +11%
SOW
211
State of Wyoming
Wyoming
$435K +$63.5K +648 +16%
FIA
212
Foundations Investment Advisors
Arizona
$433K +$14.2K +145 +3%
SFA
213
Sequoia Financial Advisors
Ohio
$428K +$131K +1,341 +42%
MFG
214
Merit Financial Group
Georgia
$425K +$176K +1,795 +67%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$425K -$18.1K -185 -4%
Truist Financial
216
Truist Financial
North Carolina
$423K -$71.2K -726 -14%
DWP
217
Daymark Wealth Partners
Ohio
$422K +$155K +1,585 +55%
AF
218
Abound Financial
California
$422K
AUB
219
Atlantic Union Bankshares
Virginia
$417K -$127K -1,299 -23%
AI
220
Atria Investments
North Carolina
$411K +$108K +1,106 +34%
Franklin Resources
221
Franklin Resources
California
$400K +$5.2K +53 +1%
SAM
222
Sagewood Asset Management
New York
$394K +$407K +4,150 New
BHCM
223
Brevan Howard Capital Management
Jersey
$394K +$406K +4,146 New
HIMC
224
Heritage Investors Management Corp
Maryland
$393K -$37.2K -380 -8%
Corient Private Wealth
225
Corient Private Wealth
Florida
$390K +$71.8K +732 +22%