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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$1M +$33.5K +392 +4%
P
252
Pitcairn
Pennsylvania
$929K +$89.3K +1,047 +11%
WA
253
Wealth Alliance
New York
$929K -$42.7K -500 -5%
XT
254
XTX Topco
Cayman Islands
$874K +$837K +9,807 New
SFA
255
Sequoia Financial Advisors
Ohio
$873K +$35.8K +420 +4%
PA
256
Procyon Advisors
Connecticut
$860K -$64.1K -751 -7%
RhumbLine Advisers
257
RhumbLine Advisers
Massachusetts
$851K +$4.27K +50 +0.5%
Brown Advisory
258
Brown Advisory
Maryland
$851K +$65.9K +772 +9%
CI
259
Cigna Investments
Connecticut
$839K
HAG
260
HighPoint Advisor Group
Illinois
$823K -$9.98K -117 -1%
FIM
261
Freedom Investment Management
Connecticut
$823K -$56.3K -660 -7%
FTDI
262
First Trust Direct Indexing
Massachusetts
$821K +$13.6K +159 +2%
PP
263
PDT Partners
New York
$819K -$1.53M -17,968 -66%
ATC
264
Argent Trust Co
Tennessee
$783K +$230K +2,698 +44%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$780K -$15.1K -177 -2%
RFC
266
Regions Financial Corp
Alabama
$777K +$1.2K +14 +0.2%
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
$772K
BBA
268
Baader Bank Aktiengesellschaft
Germany
$767K +$734K +8,600 New
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$761K +$4.52K +53 +0.6%
MAM
270
Marotta Asset Management
Virginia
$758K -$10.2K -120 -1%
OIA
271
OneDigital Investment Advisors
Kansas
$758K +$726K +8,508 New
FFS
272
Founders Financial Securities
Maryland
$756K +$27.6K +323 +4%
HWMA
273
Heritage Wealth Management (Arizona)
Arizona
$754K -$70.4K -825 -9%
HFO
274
Heritage Family Offices
Arizona
$754K +$722K +8,465 New
FFM
275
Forum Financial Management
Illinois
$745K