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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Conservest Capital Advisors
Pennsylvania
$179K +$41.9K +58 +25%
AWS
77
Atria Wealth Solutions
New York
$179K +$208K +288 New
SCG
78
Sonata Capital Group
Washington
$179K +$208K +288 New
UBS AM
79
UBS AM
Illinois
$171K
Truist Financial
80
Truist Financial
North Carolina
$168K +$96K +133 +97%
PA
81
Perennial Advisors
New York
$167K
CS
82
Credit Suisse
Switzerland
$167K +$6.5K +9 +3%
PIMG
83
Patriot Investment Management Group
Tennessee
$164K
IC
84
IEQ Capital
California
$162K
Creative Planning
85
Creative Planning
Kansas
$162K +$10.8K +15 +6%
CCM
86
Chickasaw Capital Management
Tennessee
$161K
GCM
87
Graham Capital Management
Connecticut
$161K +$188K +260 New
JP Morgan Chase
88
JP Morgan Chase
New York
$156K -$35.4K -49 -16%
KCM
89
Kathmere Capital Management
Pennsylvania
$156K
ACM
90
Advisors Capital Management
New Jersey
$143K
SSA
91
Schonfeld Strategic Advisors
New York
$135K +$36.8K +51 +31%
Legal & General Group
92
Legal & General Group
United Kingdom
$132K +$102K +141 +199%
TA
93
Tiedemann Advisors
New York
$131K
LFAS
94
Level Four Advisory Services
Texas
$130K -$35.4K -49 -19%
DIM
95
Delta Investment Management
California
$128K +$148K +205 New
AA
96
ACT Advisors
North Carolina
$124K +$144K +200 New
VRS
97
Virginia Retirement Systems
Virginia
$122K +$7.94K +11 +6%
Squarepoint
98
Squarepoint
New York
$118K +$137K +190 New
VF
99
Virtu Financial
New York
$117K -$84.4K -117 -38%
KF
100
Krilogy Financial
Missouri
$114K