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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$718K +$68.8K +1,252 +13%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$717K +$612K +11,124 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$716K +$52.4K +953 +9%
SFA
154
Source Financial Advisors
New York
$710K
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$710K +$115K +2,100 +24%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$701K +$141K +2,556 +31%
IWC
157
Integrated Wealth Concepts
Massachusetts
$620K +$529K +9,623 New
ONGA
158
O'Neil Global Advisors
California
$612K +$522K +9,488 New
Osaic Holdings
159
Osaic Holdings
Arizona
$611K +$40.2K +731 +8%
ProShare Advisors
160
ProShare Advisors
Maryland
$610K -$46.1K -839 -8%
Corient Private Wealth
161
Corient Private Wealth
Florida
$605K +$516K +9,383 New
VAS
162
Vestmark Advisory Solutions
Massachusetts
$603K +$11.3K +206 +2%
LWAM
163
Legacy Wealth Asset Management
Minnesota
$599K +$30.2K +549 +6%
AWAU
164
Alliance Wealth Advisors (Utah)
Utah
$579K +$15K +272 +3%
DI
165
DFPG Investments
Utah
$578K +$494K +8,975 New
GC
166
Guggenheim Capital
Illinois
$570K +$265K +4,827 +120%
GCM
167
Gibraltar Capital Management
Oklahoma
$560K
CL
168
CIM LLC
New York
$526K -$22.7K -412 -5%
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$518K -$325K -5,912 -42%
WC
170
Wexford Capital
Florida
$509K +$434K +7,896 New
Mariner
171
Mariner
Kansas
$506K -$7.75K -141 -2%
Empower Advisory Group
172
Empower Advisory Group
Colorado
$504K +$428K +7,787 New
SWS
173
SYSTM Wealth Solutions
Illinois
$493K
CCA
174
Cadent Capital Advisors
Oklahoma
$489K
PAMS
175
Pictet Asset Management (Switzerland)
Switzerland
$458K