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Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
251
Principal Financial Group
Iowa
$322K -$84.4K -2,932 -18%
Vanguard Personalized Indexing Management
252
Vanguard Personalized Indexing Management
California
$318K +$47.8K +1,658 +15%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$303K +$356K +12,374 New
TRCT
254
Tower Research Capital (TRC)
New York
$295K -$1.3M -45,301 -79%
SLAM
255
Swiss Life Asset Management
$294K +$54.7K +1,898 +19%
LIA
256
LBMC Investment Advisors
Tennessee
$293K
SWM
257
Shelton Wealth Management
Texas
$292K +$46.4K +1,612 +16%
VFA
258
Valeo Financial Advisors
Indiana
$283K +$77.3K +2,685 +30%
M&T Bank
259
M&T Bank
New York
$275K +$323K +11,216 New
GCP
260
GSA Capital Partners
United Kingdom
$274K +$15.2K +527 +5%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$270K -$3.47M -120,573 -92%
DAS
262
Dynamic Advisor Solutions
Arizona
$266K -$18.9K -656 -6%
SAI
263
Savvy Advisors Inc
New York
$262K +$308K +10,695 New
MAG
264
Mayfair Advisory Group
Alabama
$261K
CAM
265
Cresset Asset Management
Illinois
$260K +$306K +10,608 New
WANY
266
Wealthspire Advisors (New York)
New York
$252K +$259K +8,976 +690%
QCM
267
Quantinno Capital Management
New York
$252K -$2.34M -81,073 -89%
EI
268
Ethic Inc
New York
$251K +$11.4K +397 +4%
SWA
269
Strategies Wealth Advisors
Michigan
$246K
MP
270
Mangrove Partners
Connecticut
$236K +$278K +9,643 New
PA
271
ProCore Advisors
California
$231K +$271K +9,406 New
BCM
272
Brookstone Capital Management
Illinois
$227K +$9.24K +321 +4%
BC
273
Bridgefront Capital
Texas
$227K +$267K +9,264 New
IAA
274
Independent Advisor Alliance
North Carolina
$226K +$11.7K +407 +5%
WS
275
Wedbush Securities
California
$225K -$46.7K -1,620 -15%