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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$821K +$45.8K +7,397 +6%
CGH
52
Crossmark Global Holdings
Texas
$792K +$11.6K +1,870 +2%
QT
53
Quantbot Technologies
New York
$732K +$45.7K +7,392 +7%
KAS
54
Kestra Advisory Services
Texas
$706K -$60.3K -9,743 -8%
Charles Schwab
55
Charles Schwab
California
$683K -$30.4K -4,910 -4%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$659K -$254 -41 -0%
Vanguard Personalized Indexing Management
57
Vanguard Personalized Indexing Management
California
$657K +$26.7K +4,309 +4%
CL
58
Choreo LLC
Illinois
$653K +$4.18K +675 +0.6%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$650K +$19.9K +3,210 +3%
XT
60
XTX Topco
Cayman Islands
$595K +$576K +93,130 New
UBS Group
61
UBS Group
Switzerland
$586K +$475K +76,702 +512%
DWM
62
Diversify Wealth Management
Utah
$583K +$33.9K +5,472 +6%
TC
63
TownSquare Capital
Utah
$568K +$12.2K +1,976 +2%
FTDI
64
First Trust Direct Indexing
Massachusetts
$568K -$15.5K -2,502 -3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$554K +$25.6K +4,142 +5%
BTI
66
Blue Trust Inc
Georgia
$554K +$408K +65,873 +270%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$553K -$82.9K -13,401 -13%
CAM
68
Cresset Asset Management
Illinois
$545K +$59.6K +9,641 +13%
QCM
69
QRG Capital Management
Illinois
$532K +$16.6K +2,676 +3%
AI
70
AdvisorShares Investments
Maryland
$518K -$32.1K -5,195 -6%
Ameriprise
71
Ameriprise
Minnesota
$507K +$55.9K +9,029 +13%
SG Americas Securities
72
SG Americas Securities
New York
$491K +$1.28K +207 +0.3%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$472K +$12.9K +2,091 +3%
AI
74
Atria Investments
North Carolina
$446K -$7.88K -1,273 -2%
LPL Financial
75
LPL Financial
California
$441K -$51.3K -8,292 -11%