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Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$1.17M +$33K +463 +3%
LPL Financial
52
LPL Financial
California
$1.16M -$304K -4,270 -22%
Stifel Financial
53
Stifel Financial
Missouri
$1.1M +$412K +5,778 +66%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.02M -$3.49K -49 -0.4%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$990K -$20K -280 -2%
GTAM
56
Global Trust Asset Management
Florida
$907K
Pacer Advisors
57
Pacer Advisors
Pennsylvania
$815K +$769K +10,793 New
RWM
58
Ritholtz Wealth Management
New York
$798K -$4.99K -70 -0.7%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$797K -$20.2K -283 -3%
AWM
60
Altium Wealth Management
New York
$770K -$1.71K -24 -0.2%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$768K +$14K +197 +2%
MML Investors Services
62
MML Investors Services
Massachusetts
$764K +$58.7K +824 +9%
Creative Planning
63
Creative Planning
Kansas
$754K -$46.8K -656 -6%
IRC
64
Investors Research Corp
Georgia
$729K
S
65
SignatureFD
Georgia
$698K +$47.5K +667 +8%
American Century Companies
66
American Century Companies
Missouri
$661K +$623K +8,745 New
M&T Bank
67
M&T Bank
New York
$660K +$13K +182 +2%
SSA
68
Schonfeld Strategic Advisors
New York
$635K +$599K +8,400 New
NA
69
NewEdge Advisors
Louisiana
$624K +$331K +4,643 +128%
SCM
70
SOL Capital Management
Maryland
$612K
KOC
71
Koss-Olinger Consulting
Florida
$604K -$397K -5,568 -41%
Osaic Holdings
72
Osaic Holdings
Arizona
$597K +$74.6K +1,047 +15%
FTDI
73
First Trust Direct Indexing
Massachusetts
$582K -$13.9K -195 -2%
BFG
74
Beacon Financial Group
Texas
$564K +$1.14K +16 +0.2%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$558K +$4.49K +63 +0.9%