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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
126
Vanguard Personalized Indexing Management
California
$255K +$306K +9,916 New
FIM
127
Freedom Investment Management
Connecticut
$251K -$955K -30,989 -76%
Comerica Bank
128
Comerica Bank
Texas
$239K -$2K -65 -0.7%
QWM
129
QP Wealth Management
New Jersey
$239K +$1.54K +50 +0.5%
YCM
130
Yousif Capital Management
Michigan
$233K -$2K -65 -0.7%
QCG
131
Quadrant Capital Group
Ohio
$229K +$524 +17 +0.2%
JF
132
Jump Financial
Illinois
$226K +$272K +8,812 New
Truist Financial
133
Truist Financial
North Carolina
$223K -$52.1K -1,691 -16%
AWM
134
Altium Wealth Management
New York
$215K -$37.2K -1,206 -13%
BP
135
Ballentine Partners
Massachusetts
$205K -$100K -3,248 -29%
American Century Companies
136
American Century Companies
Missouri
$201K
Barclays
137
Barclays
United Kingdom
$121K -$239K -7,758 -62%
EDRH
138
Edmond de Rothschild Holding
Switzerland
$98K
JWM
139
Janiczek Wealth Management
Colorado
$81K -$21.1K -683 -19%
PHK
140
Point72 Hong Kong
Hong Kong
$76K +$91.4K +2,966 New
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$71K -$21.3K -691 -20%
PA
142
Parallel Advisors
California
$64K -$5.15K -167 -6%
LC
143
Lindbrook Capital
California
$54K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$52K -$12.4K -401 -16%
ACM
145
Aquatic Capital Management
Illinois
$44K +$46.2K +1,500 +750%
EI
146
Ellevest Inc
New York
$43K -$18K -583 -26%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$29K +$20.8K +676 +156%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$27K +$16.9K +549 +113%
CFGS
149
Concourse Financial Group Securities
Alabama
$26K -$8.63K -280 -22%
CB
150
Community Bank
New York
$26K