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Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$262K -$56.4K -10,855 -19%
BP
77
Ballentine Partners
Massachusetts
$261K +$235K +45,300 New
GW
78
GW & Wade
Massachusetts
$253K -$93.4K -17,975 -29%
QCG
79
Quadrant Capital Group
Ohio
$249K +$23.1K +4,442 +11%
EWA
80
Emergent Wealth Advisors
New York
$242K +$218K +42,000 New
ECM
81
Evergreen Capital Management
Washington
$241K -$6.24K -1,200 -3%
EGM
82
Engineers Gate Manager
New York
$236K -$27.7K -5,330 -12%
Franklin Resources
83
Franklin Resources
California
$234K +$211K +40,625 New
CAM
84
Cresset Asset Management
Illinois
$228K +$6.73K +1,294 +3%
AAM
85
AR Asset Management
California
$211K
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$201K -$25.2K -4,855 -12%
OAM
87
Oppenheimer Asset Management
New York
$187K +$1.56K +300 +0.9%
YCM
88
Yousif Capital Management
Michigan
$186K
UCFA
89
United Capital Financial Advisors
Texas
$183K +$165K +31,831 New
SFC
90
Strategic Financial Concepts
Texas
$175K +$69.5K +13,369 +79%
AWS
91
Atria Wealth Solutions
New York
$173K +$156K +30,021 New
RC
92
RBF Capital
California
$173K
SIGI
93
Susquehanna International Group (Ireland)
Ireland
$173K
Macquarie Group
94
Macquarie Group
Australia
$163K -$34.1K -6,564 -19%
TF
95
Trek Financial
Arizona
$158K +$142K +27,391 New
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$154K +$132K +25,484 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$144K -$504 -97 -0.4%
LSAG
98
Lake Street Advisors Group
New Hampshire
$142K -$5 -1 -0%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$138K
CG
100
Caprock Group
Idaho
$138K -$9.52K -1,831 -7%