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Name Holding Trade Value Shares
Change
Change in
Stake
FA
601
FDx Advisors
Illinois
$779K -$10.2K -33 -1%
CT
602
Chicago Trust
Illinois
$770K -$530K -1,708 -43%
PSFG
603
Prairie Sky Financial Group
Illinois
$763K – – –
Chicago Capital
604
Chicago Capital
Illinois
$751K – – –
Focus Partners Advisor Solutions
605
Focus Partners Advisor Solutions
Missouri
$751K -$326K -1,051 -32%
Checchi Capital Advisers
606
Checchi Capital Advisers
California
$749K -$128K -413 -16%
Buckingham Strategic Wealth
607
Buckingham Strategic Wealth
Missouri
$741K -$15.2K -49 -2%
Joel Isaacson & Co
608
Joel Isaacson & Co
New York
$741K – – –
Jump Financial
609
Jump Financial
Illinois
$731K -$9.6M -30,830 -93%
Kathmere Capital Management
610
Kathmere Capital Management
Pennsylvania
$730K +$53.6K +173 +9%
Summit Trail Advisors
611
Summit Trail Advisors
New York
$723K +$80K +258 +14%
Hills Bank & Trust
612
Hills Bank & Trust
Iowa
$720K -$12.4K -40 -2%
Founders Financial Alliance
613
Founders Financial Alliance
North Carolina
$720K -$1.24K -4 -0.2%
AWAU
614
Alliance Wealth Advisors (Utah)
Utah
$718K +$78.1K +252 +13%
Mattern Capital Management
615
Mattern Capital Management
Colorado
$714K +$301K +971 +83%
Cigna Investments
616
Cigna Investments
Connecticut
$704K -$6.82K -22 -1%
iA Global Asset Management
617
iA Global Asset Management
Quebec, Canada
$703K -$1.82M -5,863 -74%
Ballentine Partners
618
Ballentine Partners
Massachusetts
$701K +$24.2K +78 +4%
Sound View Wealth Advisors Group
619
Sound View Wealth Advisors Group
Georgia
$700K -$420K -1,356 -39%
Modera Wealth Management
620
Modera Wealth Management
New Jersey
$698K +$9.9K +32 +2%
Kestra Private Wealth Services
621
Kestra Private Wealth Services
Texas
$695K +$33.8K +109 +6%
Duality Advisers
622
Duality Advisers
Florida
$693K -$1.77M -5,699 -73%
Waterfront Wealth
623
Waterfront Wealth
Kansas
$691K -$7.13K -23 -0.9%
Exchange Traded Concepts
624
Exchange Traded Concepts
Oklahoma
$687K +$586K +1,891 +1,126%
WI
625
WBI Investments
New Jersey
$686K +$638K +2,057 New