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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$337K
WCM
102
Wedge Capital Management
North Carolina
$330K +$368 +9 +0.1%
Cerity Partners
103
Cerity Partners
New York
$317K -$123 -3 -0%
Barclays
104
Barclays
United Kingdom
$272K +$170K +4,155 +165%
Canada Life
105
Canada Life
Manitoba, Canada
$271K +$111K +2,716 +68%
LWM
106
Lenox Wealth Management
Ohio
$266K
Parallax Volatility Advisers
107
Parallax Volatility Advisers
California
$265K +$266K +6,510 New
ProShare Advisors
108
ProShare Advisors
Maryland
$254K +$255K +6,252 New
PNC
109
Park National Corp
Ohio
$252K
Principal Financial Group
110
Principal Financial Group
Iowa
$250K -$5.8K -142 -2%
Victory Capital Management
111
Victory Capital Management
Texas
$250K +$21.8K +533 +10%
XK
112
Xact Kapitalforvaltning
Sweden
$248K +$250K +6,109 New
RB
113
Rodgers Brothers
Pennsylvania
$238K
MCWS
114
McKinley Carter Wealth Services
West Virginia
$232K
RJFSA
115
Raymond James Financial Services Advisors
Florida
$231K -$13.1K -320 -5%
AB
116
Amalgamated Bank
New York
$229K +$15.5K +379 +7%
Truist Financial
117
Truist Financial
North Carolina
$227K
Stifel Financial
118
Stifel Financial
Missouri
$218K
AIP
119
Almanack Investment Partners
Pennsylvania
$208K
SWP
120
Stratos Wealth Partners
Ohio
$160K +$161K +3,943 New
AIP
121
Ameritas Investment Partners
Nebraska
$150K
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$131K +$7.19K +176 +6%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$106K +$21.3K +521 +25%
AssetMark Inc
124
AssetMark Inc
California
$105K +$368 +9 +0.3%
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$102K