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Name Holding Trade Value Shares
Change
Change in
Stake
YCM
151
Yousif Capital Management
Michigan
$368K +$18.3K +733 +6%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$367K +$4.88K +196 +1%
IA
153
IFP Advisors
Florida
$358K +$330K +13,235 +3,687%
RS
154
R Squared
Hong Kong
$356K +$337K +13,528 New
JWCA
155
J.W. Cole Advisors
Florida
$356K +$1.1K +44 +0.3%
LAM
156
L2 Asset Management
Massachusetts
$351K +$332K +13,331 New
CAM
157
Cidel Asset Management
Ontario, Canada
$326K +$309K +12,388 New
SC
158
Savant Capital
Illinois
$326K +$43.1K +1,732 +16%
SAW
159
Signal Advisors Wealth
Michigan
$323K -$38.6K -1,550 -11%
OGC
160
One68 Global Capital
New York
$313K +$296K +11,882 New
GCM
161
Greenland Capital Management
New York
$312K +$295K +11,841 New
Amundi
162
Amundi
France
$306K +$289K +11,601 New
Truist Financial
163
Truist Financial
North Carolina
$299K -$27.3K -1,097 -9%
BWM
164
Baron Wealth Management
Michigan
$296K +$42.4K +1,701 +18%
SPC
165
Sigma Planning Corp
Michigan
$291K -$5.21K -209 -2%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$287K +$271K +10,889 New
NA
167
NewEdge Advisors
Louisiana
$286K +$270K +10,858 New
PGF
168
Plan Group Financial
Oklahoma
$279K +$14.7K +590 +6%
IFG
169
Independent Financial Group
California
$272K -$74.7K -3,000 -23%
DIM
170
DLK Investment Management
California
$270K
PCM
171
PenderFund Capital Management
British Columbia, Canada
$261K +$247K +9,900 New
CCMG
172
Connecticut Capital Management Group
Connecticut
$253K -$4.66K -187 -2%
BFWM
173
Bright Futures Wealth Management
New York
$250K +$236K +9,486 New
AWM
174
Affinity Wealth Management
Delaware
$249K
BFM
175
Boothbay Fund Management
New York
$247K -$125K -5,018 -35%