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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
526
Legacy Wealth Asset Management
Minnesota
$315K +$11.3K +91 +4%
PP
527
Prudential plc
United Kingdom
$315K – – –
NSEDCP
528
NJ State Employees Deferred Compensation Plan
New Jersey
$314K – – –
DI
529
DKRT Investments
$314K +$312K +2,500 New
AAS
530
Avantax Advisory Services
Texas
$314K +$311K +2,498 New
MF
531
Magnetar Financial
Illinois
$312K -$652K -5,235 -68%
TA
532
TFB Advisors
Kansas
$310K +$3.99K +32 +1%
CPIG
533
Chicago Partners Investment Group
Illinois
$309K +$294K +2,358 New
CFO
534
Callan Family Office
Pennsylvania
$308K +$306K +2,454 New
AFG
535
Allegheny Financial Group
Pennsylvania
$304K – – –
OIM
536
Oracle Investment Management
Connecticut
$303K – – –
MS
537
Maven Securities
Jersey
$302K +$300K +2,404 New
SAM
538
Sectoral Asset Management
Quebec, Canada
$298K -$59.8K -480 -17%
JSSH
539
J. Safra Sarasin Holding
$298K -$951K -7,635 -76%
FHA
540
Flagship Harbor Advisors
Massachusetts
$294K -$12.7K -102 -4%
WPC
541
Wedmont Private Capital
Pennsylvania
$291K +$10.1K +81 +4%
Fayez Sarofim & Co
542
Fayez Sarofim & Co
Texas
$289K – – –
IAN
543
Integrated Advisors Network
Texas
$289K +$14.7K +118 +5%
OC
544
Oppenheimer & Co
New York
$284K -$252K -2,026 -47%
PTC
545
Philadelphia Trust Company
Pennsylvania
$283K – – –
SC
546
Syon Capital
California
$283K -$98.9K -794 -26%
RIA
547
Richwood Investment Advisors
Ohio
$282K -$66.7K -535 -19%
HCA
548
Harbor Capital Advisors
Illinois
$281K -$1.5K -12 -0.5%
KAS
549
Kestra Advisory Services
Texas
$280K +$39.1K +314 +16%
TCOT
550
Trust Company of Toledo
Ohio
$279K -$4.86K -39 -2%