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Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$123K +$229 +31 +0.2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$116K +$2.6K +352 +2%
BP
53
Ballentine Partners
Massachusetts
$111K -$22.2K -3,004 -17%
XT
54
XTX Topco
Cayman Islands
$110K +$107K +14,500 New
SEI Investments
55
SEI Investments
Pennsylvania
$109K -$82.6K -11,169 -44%
US Bancorp
56
US Bancorp
Minnesota
$105K -$5.41K -731 -5%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$103K +$5.63K +761 +6%
GSCM
58
Greenfield Seitz Capital Management
Texas
$101K -$11.5K -1,550 -10%
PP
59
PDS Planning
Ohio
$89.2K +$11.8K +1,601 +16%
AWM
60
Aprio Wealth Management
Georgia
$88K +$85.5K +11,561 New
QCM
61
QRG Capital Management
Illinois
$87.2K +$5.23K +707 +7%
HWM
62
HB Wealth Management
Georgia
$80.9K +$78.6K +10,632 New
YCM
63
Yousif Capital Management
Michigan
$80K
CAM
64
Cresset Asset Management
Illinois
$78.2K +$76K +10,282 New
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$53.3K
Wells Fargo
66
Wells Fargo
California
$48.7K +$7.58K +1,025 +19%
AP
67
Advisors Preferred
Maryland
$47.3K +$45.6K +6,172 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$41K +$15.4K +2,087 +63%
LC
69
Lindbrook Capital
California
$37.9K +$1.18K +160 +3%
BTI
70
Blue Trust Inc
Georgia
$37.9K +$25.5K +3,454 +248%
Osaic Holdings
71
Osaic Holdings
Arizona
$37.5K -$6.66K -901 -15%
EWA
72
EverSource Wealth Advisors
Alabama
$35.2K -$17.4K -2,351 -35%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$31.3K +$1.41K +190 +5%
PA
74
Parallel Advisors
California
$29.9K +$843 +114 +3%
MG
75
Mather Group
Illinois
$27.7K +$26.2K +3,545 New