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Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$264K -$7.42K -900 -3%
DWM
127
Dynasty Wealth Management
Florida
$262K +$84.3K +10,232 +49%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$260K +$42K +5,093 +20%
DWM
129
Diversify Wealth Management
Utah
$247K -$1.3M -157,663 -85%
DAS
130
Diversify Advisory Services
Utah
$247K +$223K +27,006 New
UCFA
131
United Capital Financial Advisors
Texas
$247K +$404 +49 +0.2%
NRI
132
NFP Retirement Inc
California
$236K
UBS AM
133
UBS AM
Illinois
$236K
CSP
134
Cary Street Partners
Virginia
$229K +$1.29K +157 +0.6%
BWA
135
Basecamp Wealth Advisors
Washington
$229K
Jones Financial Companies
136
Jones Financial Companies
Missouri
$227K +$97.8K +11,871 +78%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$227K +$3.63K +441 +2%
TSS
138
Two Sigma Securities
New York
$227K -$71.1K -8,632 -24%
BCI
139
Brinker Capital Investments
Pennsylvania
$224K +$21.7K +2,628 +11%
BAM
140
Blueshift Asset Management
New Jersey
$219K +$214K +25,942 New
Squarepoint
141
Squarepoint
New York
$218K -$608K -73,758 -74%
AAP
142
Arax Advisory Partners
Colorado
$214K +$208K +25,207 +16,917%
PA
143
Parallel Advisors
California
$213K +$27.2K +3,296 +15%
PP
144
PDS Planning
Ohio
$204K +$700 +85 +0.4%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$193K +$31.2K +3,790 +20%
HWM
146
HB Wealth Management
Georgia
$192K +$23.7K +2,876 +14%
BWM
147
Baron Wealth Management
Michigan
$191K +$94.3K +11,442 +102%
GAM
148
Gotham Asset Management
New York
$183K
Truist Financial
149
Truist Financial
North Carolina
$180K +$7.22K +876 +4%
5NPW
150
55 North Private Wealth
Florida
$177K +$173K +20,980 New