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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$372K +$132K +17,740 +53%
VWM
102
Venturi Wealth Management
Texas
$344K +$216K +29,005 +157%
CA
103
Clearstead Advisors
Ohio
$332K
QCM
104
QRG Capital Management
Illinois
$303K +$47.9K +6,423 +18%
PCIA
105
Prime Capital Investment Advisors
Kansas
$299K -$1.09K -146 -0.4%
JSC
106
Jackson Square Capital
California
$294K -$15K -2,007 -5%
KFG
107
Kingdom Financial Group
Arizona
$275K +$282K +37,832 New
LAS
108
Lloyd Advisory Services
Georgia
$275K +$282K +37,832 New
AAM
109
AR Asset Management
California
$266K
GCM
110
Graham Capital Management
Connecticut
$259K -$171K -22,964 -39%
TSS
111
Two Sigma Securities
New York
$258K -$68.2K -9,150 -20%
HIP
112
HUB Investment Partners
Texas
$255K +$177K +23,714 +209%
Stifel Financial
113
Stifel Financial
Missouri
$248K -$482K -64,692 -65%
JWCA
114
J.W. Cole Advisors
Florida
$242K -$82 -11 -0%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$241K +$219K +29,381 +764%
CBU
116
CIBC Bancorp USA
Illinois
$241K +$247K +33,212 New
EI
117
Ellevest Inc
New York
$241K -$20.1K -2,704 -8%
SAM
118
Smartleaf Asset Management
Massachusetts
$237K +$5.39K +723 +2%
Franklin Resources
119
Franklin Resources
California
$234K -$30.3K -4,061 -11%
Osaic Holdings
120
Osaic Holdings
Arizona
$233K +$25.7K +3,449 +12%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$220K -$325K -43,588 -59%
II
122
Impact Investors
California
$220K +$225K +30,249 New
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$214K +$17.7K +2,379 +9%
UCFA
124
United Capital Financial Advisors
Texas
$212K -$23.7K -3,178 -10%
NRI
125
NFP Retirement Inc
California
$203K