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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$739K +$209K +2,867 +48%
TAM
302
Tocqueville Asset Management
New York
$732K +$4.01K +55 +0.6%
BCG
303
BayBridge Capital Group
California
$731K -$16.5K -226 -3%
QCM
304
Quantinno Capital Management
New York
$723K +$290K +3,983 +86%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$705K +$114K +1,564 +23%
M&T Bank
306
M&T Bank
New York
$700K -$1.82K -25 -0.3%
US Bancorp
307
US Bancorp
Minnesota
$679K +$40.1K +551 +7%
VA
308
Vident Advisory
Georgia
$678K +$591K +8,110 New
AWM
309
Axxcess Wealth Management
California
$673K -$1.16M -15,940 -66%
RWP
310
RWA Wealth Partners
Massachusetts
$671K
SAM
311
Securian Asset Management
Minnesota
$670K -$22.6K -310 -4%
Truist Financial
312
Truist Financial
North Carolina
$665K -$39K -535 -6%
Rafferty Asset Management
313
Rafferty Asset Management
New York
$665K -$23K -315 -4%
BC
314
Burney Company
Virginia
$663K -$108K -1,484 -16%
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
$660K -$1.28M -17,578 -69%
NRD
316
Nebula Research & Development
New York
$651K -$400K -5,485 -41%
EWM
317
Empirical Wealth Management
Washington
$645K +$83.4K +1,145 +17%
VT
318
Vise Technologies
New York
$644K -$111K -1,526 -17%
PRS
319
Pinkerton Retirement Specialists
Idaho
$623K +$542K +7,445 New
TSW
320
Three Seasons Wealth
Utah
$623K +$542K +7,444 New
OC
321
Oppenheimer & Co
New York
$619K -$6.7K -92 -1%
CS
322
Candriam SCA
Luxembourg
$614K -$10.6M -145,068 -95%
PWPS
323
Pinnacle Wealth Planning Services
Ohio
$614K -$58.5K -803 -10%
PCM
324
Prelude Capital Management
New York
$603K -$1.21M -16,550 -70%
SCI
325
Silver Coast Investments
United States
$598K