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Name Holding Trade Value Shares
Change
Change in
Stake
VT
301
Vise Technologies
New York
$522K +$112K +131 +27%
GT
302
Greenleaf Trust
Michigan
$521K +$14.6K +17 +3%
CIS
303
Custom Index Systems
New York
$519K -$274K -320 -34%
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$511K -$71.9K -84 -12%
XC
305
XY Capital
Hong Kong
$510K +$519K +606 New
MG
306
Marex Group
$505K +$514K +601 New
LIP
307
Lighthouse Investment Partners
Florida
$505K -$3.08M -3,600 -86%
HNWAG
308
High Net Worth Advisory Group
Florida
$505K
AP
309
Advisors Preferred
Maryland
$491K +$54.8K +64 +12%
WFI
310
West Family Investments
California
$489K +$28.2K +33 +6%
GFM
311
GF Fund Management
China
$480K -$75.3K -88 -13%
WA
312
Wealth Alliance
New York
$477K -$233K -272 -32%
PAP
313
Persistent Asset Partners
Hong Kong
$474K +$483K +564 New
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$473K -$47.1K -55 -9%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$468K +$243K +284 +104%
UCFA
316
United Capital Financial Advisors
Texas
$466K +$181K +212 +62%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$462K -$2.3M -2,689 -83%
WMA
318
Wealth Management Associates
New Jersey
$453K
OCA
319
OpenArc Corporate Advisory
Georgia
$453K +$461K +539 New
MYIA
320
Mount Yale Investment Advisors
Colorado
$452K +$149K +174 +48%
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$452K +$165K +193 +52%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$447K -$4.28K -5 -0.9%
PA
323
Parallel Advisors
California
$446K -$54.8K -64 -11%
NP
324
Ninepoint Partners
Ontario, Canada
$436K +$273K +319 +160%
BP
325
Ballentine Partners
Massachusetts
$435K +$18.8K +22 +4%