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Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$352K +$119K +1,864 +55%
LSA
152
Leonteq Securities AG
Switzerland
$344K +$218K +3,421 +202%
RA
153
Resolute Advisors
California
$337K
ACM
154
ACT Capital Management
Pennsylvania
$337K +$319K +5,000 New
BSW
155
Buckingham Strategic Wealth
Missouri
$334K +$316K +4,953 New
EFS
156
Essex Financial Services
Connecticut
$333K
Macquarie Group
157
Macquarie Group
Australia
$317K
JCM
158
Jag Capital Management
Missouri
$314K -$131K -2,050 -31%
TFS
159
Thoroughbred Financial Services
Tennessee
$305K +$289K +4,525 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$280K +$230K +3,611 +664%
EI
161
Ellevest Inc
New York
$270K +$255K +4,005 New
SEC
162
Seven Eight Capital
New York
$257K +$243K +3,812 New
AllianceBernstein
163
AllianceBernstein
Tennessee
$235K +$222K +3,482 New
HFP
164
Holistic Financial Partners
Indiana
$228K +$216K +3,390 New
APA
165
American Portfolios Advisors
New York
$218K +$45.9K +719 +29%
CAN
166
Cetera Advisor Networks
California
$211K +$200K +3,128 New
ECG
167
EPIQ Capital Group
California
$205K +$194K +3,043 New
IDA
168
Intelligence Driven Advisers
California
$202K
EWA
169
Evolution Wealth Advisors
Florida
$183K +$173K +2,712 New
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$3.51K +55 +3%
PO
171
Private Ocean
California
$129K +$122K +1,909 New
TLCM
172
Twin Lakes Capital Management
California
$122K +$116K +1,811 New
SPIA
173
Steward Partners Investment Advisory
New York
$120K -$5.8K -91 -5%
FWM
174
Focused Wealth Management
New York
$117K
WWM
175
Wolff Wiese Magana
California
$86K