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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$600K +$640K +26,025 New
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$591K +$32.1K +1,304 +5%
GWM
28
Greenwich Wealth Management
Connecticut
$577K
Citadel Advisors
29
Citadel Advisors
Florida
$562K -$2.2M -89,495 -79%
Goldman Sachs
30
Goldman Sachs
New York
$542K -$316K -12,836 -35%
Wells Fargo
31
Wells Fargo
California
$482K -$50.4K -2,048 -9%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$461K -$28.2K -1,146 -5%
CSS
33
Cubist Systematic Strategies
Connecticut
$440K -$352K -14,324 -43%
RJA
34
Raymond James & Associates
Florida
$425K -$151K -6,153 -25%
WI
35
WrapManager Inc
California
$422K -$6.07K -247 -1%
Osaic Holdings
36
Osaic Holdings
Arizona
$414K -$46.3K -1,881 -9%
US Bancorp
37
US Bancorp
Minnesota
$384K -$8.19K -333 -2%
PCS
38
Personal CFO Solutions
New Jersey
$363K -$12.2K -496 -3%
ACA
39
Atlas Capital Advisors
Wyoming
$362K +$386K +15,682 New
RHBC
40
R.H. Bluestein & Co
Michigan
$346K
EPAM
41
Euro Pacific Asset Management
Puerto Rico
$342K +$1.41M +57,486 New
SA
42
Shilanski & Associates
Alaska
$336K +$2.06K +84 +0.6%
NA
43
NewEdge Advisors
Louisiana
$333K +$1.01K +41 +0.3%
TC
44
TownSquare Capital
Utah
$317K +$1.18K +48 +0.4%
Ameriprise
45
Ameriprise
Minnesota
$307K +$6.81K +277 +2%
UBS Group
46
UBS Group
Switzerland
$297K +$110K +4,494 +54%
FHA
47
Flagship Harbor Advisors
Massachusetts
$283K -$258K -10,482 -46%
CM
48
Caption Management
Oklahoma
$274K
Truist Financial
49
Truist Financial
North Carolina
$271K -$62.2K -2,528 -18%
KWA
50
KCS Wealth Advisory
California
$260K -$251K -10,207 -48%