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Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$618K -$114K -2,420 -14%
Creative Planning
52
Creative Planning
Kansas
$607K +$190K +4,052 +38%
Citadel Advisors
53
Citadel Advisors
Florida
$606K -$188K -3,998 -21%
NW
54
NewEdge Wealth
Pennsylvania
$561K +$178K +3,786 +38%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$561K +$639K +13,622 New
US Bancorp
56
US Bancorp
Minnesota
$525K -$86.4K -1,842 -13%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$491K +$39.7K +846 +8%
MML Investors Services
58
MML Investors Services
Massachusetts
$461K +$23.8K +508 +5%
PAG
59
Private Advisor Group
New Jersey
$460K +$3.1K +66 +0.6%
GTAM
60
Global Trust Asset Management
Florida
$432K
YIH
61
Y-Intercept (HK)
Hong Kong
$419K +$477K +10,170 New
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$406K -$6.43K -137 -1%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$402K +$458K +9,763 New
M&T Bank
64
M&T Bank
New York
$398K -$67.7K -1,443 -13%
IRC
65
Investors Research Corp
Georgia
$397K
S
66
SignatureFD
Georgia
$368K +$107K +2,273 +34%
MWM
67
Mission Wealth Management
California
$338K +$6.8K +145 +2%
WWA
68
WCG Wealth Advisors
Nevada
$327K -$20.6K -439 -6%
FTDI
69
First Trust Direct Indexing
Massachusetts
$327K +$69.7K +1,485 +23%
BFG
70
Beacon Financial Group
Texas
$323K +$23.5K +500 +7%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$309K +$36.2K +771 +11%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$306K +$21.1K +450 +6%
SCM
73
SOL Capital Management
Maryland
$303K -$35.2K -750 -9%
Brown Advisory
74
Brown Advisory
Maryland
$300K +$19.5K +415 +6%
Citigroup
75
Citigroup
New York
$290K +$59.5K +1,267 +22%