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Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$691K +$90.6K +13,551 +17%
Stifel Financial
77
Stifel Financial
Missouri
$690K +$3.7K +554 +0.6%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$668K +$19.5K +2,921 +3%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$660K +$21.4K +3,201 +4%
OFP
80
OLIO Financial Planning
Virginia
$609K
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$581K +$67.9K +10,155 +14%
SG Americas Securities
82
SG Americas Securities
New York
$549K +$25.2K +3,770 +5%
CL
83
Choreo LLC
Illinois
$479K -$71.2K -10,658 -14%
KAS
84
Kestra Advisory Services
Texas
$462K
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$457K +$340K +50,805 +426%
JSC
86
Jackson Square Capital
California
$454K +$103K +15,340 +32%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$453K -$2.63K -394 -0.6%
First Trust Advisors
88
First Trust Advisors
Illinois
$441K -$148K -22,109 -27%
ECM
89
Evergreen Capital Management
Washington
$435K -$17.1K -2,554 -4%
BP
90
Ballentine Partners
Massachusetts
$422K -$154K -23,041 -28%
HCMT
91
Highland Capital Management (Tennessee)
Tennessee
$415K -$16.5K -2,465 -4%
MIM
92
Miller Investment Management
Pennsylvania
$413K
Macquarie Group
93
Macquarie Group
Australia
$412K +$380K +56,870 New
AI
94
Atria Investments
North Carolina
$385K +$4.32K +646 +1%
RWM
95
Ritholtz Wealth Management
New York
$357K +$261 +39 +0.1%
CFO
96
Callan Family Office
Pennsylvania
$345K +$318K +47,586 New
DAS
97
Diversify Advisory Services
Utah
$335K +$70.4K +10,535 +31%
CA
98
Clearstead Advisors
Ohio
$331K -$515 -77 -0.2%
EI
99
Ellevest Inc
New York
$328K -$43.4K -6,496 -13%
PSP
100
Principal Street Partners
Tennessee
$325K +$150K +22,469 +100%