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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
226
Matthew Hamilton Rosenberg
$55.4K +$3.73K +1,282 +7%
PCS
227
Personal CFO Solutions
New Jersey
$54.8K +$2.02K +694 +4%
Credit Agricole
228
Credit Agricole
France
$54.4K
PA
229
Parallel Advisors
California
$53.5K -$25.8K -8,872 -31%
Cerity Partners
230
Cerity Partners
New York
$53.4K -$8.99K -3,085 -14%
TF
231
TIAA FSB
Florida
$52K +$312 +107 +0.6%
SS
232
Simplicity Solutions
Minnesota
$51.9K -$3.31K -1,137 -6%
DBT
233
Dubuque Bank & Trust
Iowa
$50K +$1.12K +384 +2%
SW
234
SVB Wealth
Massachusetts
$49.8K -$5.95K -2,043 -10%
FHA
235
Flagship Harbor Advisors
Massachusetts
$49.6K +$53.1K +18,227 New
NW
236
NewEdge Wealth
Pennsylvania
$47.3K +$702 +241 +1%
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
$47.2K -$34.3K -11,789 -40%
RJFSA
238
Raymond James Financial Services Advisors
Florida
$47.1K +$50.4K +17,315 New
VAS
239
Vestmark Advisory Solutions
Massachusetts
$46.7K +$67 +23 +0.1%
CAN
240
Cetera Advisor Networks
California
$46K +$49.3K +16,915 New
RIA
241
Regal Investment Advisors
Michigan
$45.9K -$1.49K -510 -3%
PFO
242
Pathstone Family Office
New Jersey
$45.4K +$38.3K +13,132 +96%
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
$45.4K -$694K -238,091 -93%
RCAG
244
Rehmann Capital Advisory Group
Michigan
$44.8K +$3.78K +1,299 +9%
CS
245
Comerica Securities
Michigan
$44.6K -$12.1K -4,140 -21%
WJWM
246
Williams Jones Wealth Management
New York
$43.9K
DP
247
Denver PWM
Colorado
$43.4K -$11.6K -3,975 -20%
FTDI
248
First Trust Direct Indexing
Massachusetts
$43.4K -$12.2K -4,171 -21%
BSW
249
Buckingham Strategic Wealth
Missouri
$42.7K +$5.28K +1,814 +13%
TWC
250
TD Waterhouse Canada
Ontario, Canada
$42.2K