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Name Holding Trade Value Shares
Change
Change in
Stake
CSS
26
Cubist Systematic Strategies
Connecticut
$808K +$228K +10,431 +45%
FTDI
27
First Trust Direct Indexing
Massachusetts
$797K -$323K -14,784 -31%
State Street
28
State Street
Massachusetts
$674K +$184K +8,436 +43%
CGH
29
Crossmark Global Holdings
Texas
$665K +$173K +7,923 +40%
GWM
30
Greenwich Wealth Management
Connecticut
$605K
CIBC World Market
31
CIBC World Market
Ontario, Canada
$598K +$540K +24,724 New
RJA
32
Raymond James & Associates
Florida
$595K +$537K +24,597 New
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$588K +$2.49K +114 +0.5%
Wells Fargo
34
Wells Fargo
California
$555K -$261K -11,963 -34%
FHA
35
Flagship Harbor Advisors
Massachusetts
$550K
KWA
36
KCS Wealth Advisory
California
$519K -$5.92K -271 -1%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$511K -$1.53K -70 -0.3%
Osaic Holdings
38
Osaic Holdings
Arizona
$481K +$33.5K +1,531 +8%
WI
39
WrapManager Inc
California
$449K +$55.5K +2,538 +16%
US Bancorp
40
US Bancorp
Minnesota
$411K -$6.29K -288 -2%
PCS
41
Personal CFO Solutions
New Jersey
$392K +$14K +642 +4%
RHBC
42
R.H. Bluestein & Co
Michigan
$363K -$109 -5 -0%
SA
43
Shilanski & Associates
Alaska
$351K +$21.6K +989 +7%
NA
44
NewEdge Advisors
Louisiana
$348K -$11K -503 -3%
Truist Financial
45
Truist Financial
North Carolina
$345K -$27.9K -1,276 -8%
TC
46
TownSquare Capital
Utah
$331K -$8.76K -401 -3%
Ameriprise
47
Ameriprise
Minnesota
$315K +$35.8K +1,638 +14%
GT
48
Greenleaf Trust
Michigan
$312K
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$310K +$1.29K +59 +0.5%
CM
50
Caption Management
Oklahoma
$289K