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Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
251
Hudson Edge Investment Partners
New Jersey
$256K -$16.8K -427 -6%
CWM
252
Challenger Wealth Management
California
$247K
SG Americas Securities
253
SG Americas Securities
New York
$245K -$1.49M -37,820 -85%
Capstone Investment Advisors
254
Capstone Investment Advisors
New York
$241K +$250K +6,338 New
Cerity Partners
255
Cerity Partners
New York
$239K +$38.9K +986 +19%
X
256
Xponance
Pennsylvania
$236K +$11.5K +292 +5%
KIM
257
Kestra Investment Management
Texas
$232K +$7.18K +182 +3%
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$231K -$18K -457 -7%
CGH
259
Crossmark Global Holdings
Texas
$231K -$868 -22 -0.4%
ZIC
260
ZWJ Investment Counsel
Georgia
$227K +$236K +5,990 New
Focus Partners Wealth
261
Focus Partners Wealth
Massachusetts
$226K +$235K +5,951 New
MM
262
MQS Management
New York
$224K +$233K +5,903 New
SW
263
SteelPeak Wealth
California
$222K -$19.7K -499 -8%
AAS
264
Avantax Advisory Services
Texas
$220K -$24.9K -632 -10%
CCC
265
Chelsea Counsel Company
California
$220K
II
266
IFM Investors
Australia
$215K
LAM
267
Longboard Asset Management
Arizona
$209K +$217K +5,506 New
PCS
268
Personal CFO Solutions
New Jersey
$208K -$16.1K -409 -7%
VCM
269
Vision Capital Management
Oregon
$203K
JAM
270
Jupiter Asset Management
United Kingdom
$201K -$16.8M -424,910 -99%
TCOV
271
Trust Company of Vermont
Vermont
$179K -$30.2K -765 -14%
WSFS
272
Wilmington Savings Fund Society
Delaware
$152K
PD
273
Point72 (DIFC)
United Arab Emirates
$148K -$665K -16,861 -81%
FDP
274
Financiere des Professionnels
Quebec, Canada
$144K +$150K +3,791 New
IA
275
IFP Advisors
Florida
$134K +$26.2K +664 +23%