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Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
301
Truist Financial
North Carolina
$418K +$3K +222 +0.7%
Vanguard Personalized Indexing Management
302
Vanguard Personalized Indexing Management
California
$412K -$17.8K -1,321 -4%
PHAM
303
Portland Hill Asset Management
United Kingdom
$399K
HAG
304
HighPoint Advisor Group
Illinois
$383K -$70.8K -5,245 -15%
AWM
305
Axxcess Wealth Management
California
$377K -$394K -29,207 -49%
Victory Capital Management
306
Victory Capital Management
Texas
$375K
EL
307
Essex LLC
Illinois
$373K -$81.6K -6,048 -16%
Boston Partners
308
Boston Partners
Massachusetts
$373K -$450K -33,341 -52%
MS
309
Maven Securities
Jersey
$373K +$413K +30,607 New
VWM
310
Venturi Wealth Management
Texas
$372K +$148K +11,000 +56%
BCV
311
Banque Cantonale Vaudoise
Switzerland
$369K -$2.74K -203 -0.7%
FP
312
Financial Perspectives
Minnesota
$367K +$30.7K +2,272 +8%
SPIA
313
Steward Partners Investment Advisory
New York
$358K +$29.2K +2,164 +8%
GT
314
Greenleaf Trust
Michigan
$358K -$12.6K -936 -3%
PA
315
Pinnacle Associates
New York
$351K
LFAS
316
Level Four Advisory Services
Texas
$350K +$9.8K +726 +3%
WS
317
Wedbush Securities
California
$345K +$24.6K +1,822 +7%
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$342K -$271K -20,066 -42%
SWM
319
SeaCrest Wealth Management
New York
$336K +$37.8K +2,800 +11%
Vanguard Capital Wealth Advisors
320
Vanguard Capital Wealth Advisors
Colorado
$335K +$371K +27,500 New
Calamos Advisors
321
Calamos Advisors
Illinois
$322K
ZCM
322
Ziegler Capital Management
Illinois
$314K -$46.6K -3,452 -4%
Bessemer Group
323
Bessemer Group
New Jersey
$310K
New York State Common Retirement Fund
324
New York State Common Retirement Fund
New York
$309K
SAM
325
Sompo Asset Management
Japan
$308K +$21.3K +1,580 +7%