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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
201
RWA Wealth Partners
Massachusetts
$918K +$20.1K +906 +3%
IWC
202
Integrated Wealth Concepts
Massachusetts
$916K -$325K -14,666 -29%
MWM
203
Manske Wealth Management
Texas
$913K -$112K -5,038 -12%
DAS
204
Diversify Advisory Services
Utah
$905K +$65.3K +2,948 +9%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$899K -$64.1K -2,893 -8%
BP
206
Ballentine Partners
Massachusetts
$888K +$52K +2,348 +7%
IAA
207
Independent Advisor Alliance
North Carolina
$878K +$97.5K +4,401 +15%
SC
208
Syon Capital
California
$843K +$17.6K +793 +2%
DWT
209
Dorsey & Whitney Trust
South Dakota
$824K -$23.9K -1,079 -3%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$815K +$403K +18,192 +131%
GCM
211
Gallacher Capital Management
Colorado
$814K -$2.06K -93 -0.3%
DWM
212
Dynasty Wealth Management
Florida
$808K +$703K +31,756 New
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$807K +$22.5K +1,017 +3%
CGA
214
Channing Global Advisors
Florida
$779K +$165K +7,438 +32%
CW
215
CreativeOne Wealth
Kansas
$777K +$676K +30,528 New
BWM
216
BKM Wealth Management
Wisconsin
$763K -$74.3K -3,354 -10%
PCS
217
Personal CFO Solutions
New Jersey
$742K -$8.35K -377 -1%
PHS
218
Pekin Hardy Strauss
Illinois
$737K +$88.6K +4,000 +16%
JFG
219
Jefferies Financial Group
New York
$736K +$101K +4,560 +19%
YCM
220
Yousif Capital Management
Michigan
$732K -$193K -8,730 -23%
PA
221
Profund Advisors
Maryland
$730K -$118K -5,341 -16%
FTUS
222
Flow Traders U.S.
New York
$723K +$629K +28,392 New
NP
223
Nilsine Partners
Colorado
$709K +$1.08K +49 +0.2%
M&T Bank
224
M&T Bank
New York
$694K +$21.2K +956 +4%
VFA
225
Valeo Financial Advisors
Indiana
$692K +$66.7K +3,009 +12%