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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
226
Matrix Trust Company
Colorado
$295K +$24.5K +233 +10%
MWM
227
Marion Wealth Management
Pennsylvania
$290K
HSBC Holdings
228
HSBC Holdings
United Kingdom
$284K -$85.7K -815 -25%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$274K -$118K -1,123 -32%
ATPW
230
Ashton Thomas Private Wealth
Arizona
$274K -$4K -38 -2%
WWM
231
Whalen Wealth Management
Nevada
$273K +$248K +2,356 New
SF
232
Summit Financial
New Jersey
$259K -$6.73K -64 -3%
JIC
233
Johnson Investment Counsel
Ohio
$254K +$16.1K +153 +8%
CGH
234
Crossmark Global Holdings
Texas
$254K -$27.3K -260 -11%
EI
235
Ethic Inc
New York
$252K +$228K +2,164 New
VA
236
Vident Advisory
Georgia
$250K -$157K -1,494 -41%
DWM
237
Dakota Wealth Management
Florida
$247K +$6.2K +59 +3%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$243K +$3.05K +29 +1%
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$242K -$279K -2,655 -56%
LBC
240
Leigh Baldwin & Co
New York
$225K +$204K +1,940 New
BTI
241
Blue Trust Inc
Georgia
$223K +$12.6K +120 +7%
MM
242
MQS Management
New York
$220K +$200K +1,899 New
TI
243
Tidal Investments
Wisconsin
$219K -$387K -3,680 -66%
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
$208K +$189K +1,793 New
TPCW
245
TD Private Client Wealth
New York
$203K
HWM
246
Hohimer Wealth Management
Washington
$202K +$183K +1,741 New
JG
247
Jain Global
New York
$201K -$52.6K -500 -22%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$200K +$105 +1 +0.1%
RIL
249
Rothschild Investment LLC
Illinois
$185K +$2.63K +25 +2%
SS
250
SBI Securities
Japan
$175K +$105 +1 +0.1%