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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
51
BLB&B Advisors
Pennsylvania
$708K +$881K +537 New
CCA
52
Conservest Capital Advisors
Pennsylvania
$683K +$850K +518 New
GCM
53
Gables Capital Management
Florida
$639K +$796K +485 New
KAS
54
Kestra Advisory Services
Texas
$634K +$701K +427 +791%
RJA
55
Raymond James & Associates
Florida
$572K +$712K +434 New
Goldman Sachs
56
Goldman Sachs
New York
$567K +$706K +430 New
MCM
57
MAI Capital Management
Ohio
$532K +$661K +403 New
Lido Advisors
58
Lido Advisors
California
$525K +$655K +399 New
LFF
59
Level Four Financial
Texas
$496K -$158K -96 -20%
Group One Trading
60
Group One Trading
Illinois
$485K +$604K +368 New
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$470K +$584K +356 New
LP
62
LGL Partners
Pennsylvania
$465K +$579K +353 New
CG
63
Colony Group
Massachusetts
$461K +$574K +350 New
LWM
64
Laidlaw Wealth Management
New York
$461K +$574K +350 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$460K +$573K +349 New
PP
66
Paloma Partners
Connecticut
$457K +$569K +347 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$427K +$405K +247 +317%
IC
68
IEQ Capital
California
$413K +$514K +313 New
CPA
69
Clear Perspective Advisors
Illinois
$400K +$499K +304 New
LA
70
Legacy Advisors
Pennsylvania
$368K +$458K +279 New
WQ
71
Wealth Quarterback
New Jersey
$362K +$458K +279 New
Truist Financial
72
Truist Financial
North Carolina
$358K +$446K +272 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$356K -$351K -214 -44%
PA
74
Perennial Advisors
New York
$354K +$441K +269 New
ACM
75
Advisors Capital Management
New Jersey
$342K +$425K +259 New