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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Prelude Capital Management
New York
$312K +$275K +4,740 New
CL
202
Choreo LLC
Illinois
$311K +$53.8K +926 +24%
BHC
203
Bull Harbor Capital
Maryland
$304K +$2.32K +40 +0.9%
SPIA
204
Steward Partners Investment Advisory
New York
$298K +$62.7K +1,080 +31%
ASC
205
Ares Systematic Credit
$292K +$258K +4,438 New
LFIA
206
Legacy Financial Independent Advisors
Kentucky
$283K -$7.14K -123 -3%
CBU
207
CIBC Bancorp USA
Illinois
$271K +$239K +4,118 New
IA
208
IFP Advisors
Florida
$269K +$163K +2,804 +219%
CFO
209
Callan Family Office
Pennsylvania
$268K +$290 +5 +0.1%
OHWP
210
Oak Harbor Wealth Partners
North Carolina
$268K -$763K -13,135 -76%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$267K
IWC
212
Integrated Wealth Concepts
Massachusetts
$264K -$82.9K -1,427 -26%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$260K +$49.8K +858 +28%
EWS
214
Evergreen Wealth Solutions
Pennsylvania
$249K +$197K +3,397 New
Vontobel Holding
215
Vontobel Holding
Switzerland
$245K
VA
216
Vident Advisory
Georgia
$245K +$216K +3,718 New
AWCI
217
Alpine Woods Capital Investors
New York
$245K +$1.45K +25 +0.7%
IA
218
Inspire Advisors
Idaho
$242K +$213K +3,668 New
BBVA
219
Banco Bilbao Vizcaya Argentaria
Spain
$242K +$215K +3,702 New
Ensign Peak Advisors
220
Ensign Peak Advisors
Utah
$235K -$14.5K -250 -7%
SAM
221
Securian Asset Management
Minnesota
$234K +$7.38K +127 +4%
RIL
222
Rothschild Investment LLC
Illinois
$234K +$169K +2,904 +454%
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$233K -$347K -5,979 -63%
Bessemer Group
224
Bessemer Group
New Jersey
$233K +$8.54K +147 +4%
TRCT
225
Tower Research Capital (TRC)
New York
$232K +$52.2K +899 +34%