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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$177K +$34.8K +15,718 +20%
FCG
177
Fielder Capital Group
Tennessee
$164K +$4.07K +1,839 +2%
BCI
178
Brinker Capital Investments
Pennsylvania
$159K -$39.6K -17,881 -17%
OPS
179
Orion Portfolio Solutions
Nebraska
$159K -$39.6K -17,881 -17%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$158K +$13.6K +6,164 +8%
IA
181
IFP Advisors
Florida
$157K +$13.1K +5,900 +7%
UWS
182
Unique Wealth Strategies
Illinois
$156K -$67.2K -30,390 -27%
AFG
183
Atomi Financial Group
New York
$151K +$21.8K +9,866 +14%
CFO
184
CVA Family Office
Colorado
$148K
QOP
185
Quinn Opportunity Partners
Virginia
$148K +$177K +80,000 New
BB
186
Burford Brothers
Texas
$144K -$15.7K -7,101 -8%
CA
187
Commerzbank Aktiengesellschaft
Germany
$137K
MGWM
188
Marks Group Wealth Management
Minnesota
$136K -$126K -56,910 -44%
LNWWM
189
Laird Norton Wetherby Wealth Management
California
$136K +$6.8K +3,076 +4%
CT
190
Chicago Trust
Illinois
$136K -$436 -197 -0.3%
BP
191
Ballentine Partners
Massachusetts
$135K +$12.2K +5,512 +8%
TSS
192
Two Sigma Securities
New York
$128K +$153K +69,202 New
CG
193
Caprock Group
Idaho
$128K +$16K +7,211 +12%
S
194
SignatureFD
Georgia
$126K -$27.1K -12,250 -15%
SFA
195
Sequoia Financial Advisors
Ohio
$125K -$314K -141,833 -68%
SL
196
Summitry LLC
California
$125K +$27.8K +12,556 +23%
HBCM
197
Heron Bay Capital Management
Michigan
$125K +$107K +48,296 +252%
OWA
198
One Wealth Advisors
California
$125K -$146K -65,829 -49%
Osaic Holdings
199
Osaic Holdings
Arizona
$123K -$11.7K -5,276 -7%
PAS
200
Park Avenue Securities
New York
$123K +$83.4K +37,696 +131%