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Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
CX Institutional
Indiana
$300K +$41.3K +253 +17%
KCP
652
Kera Capital Partners
California
$300K – – –
FHA
653
Flagship Harbor Advisors
Massachusetts
$298K -$99.2K -607 -26%
PGFC
654
Peapack-Gladstone Financial Corp
New Jersey
$297K -$29.4K -180 -10%
RCA
655
Resonant Capital Advisors
Wisconsin
$296K +$17.8K +109 +7%
EFG
656
Everhart Financial Group
Ohio
$292K +$271K +1,657 New
FFA
657
Farther Finance Advisors
California
$291K +$99.2K +607 +58%
Envestnet Portfolio Solutions
658
Envestnet Portfolio Solutions
Illinois
$291K +$270K +1,652 New
TCA
659
Transcend Capital Advisors
New Jersey
$290K -$4.9K -30 -2%
FDP
660
Financiere des Professionnels
Quebec, Canada
$290K – – –
FFA
661
Florida Financial Advisors
Florida
$286K +$265K +1,624 New
TAM
662
Trust Asset Management
Texas
$285K -$9.48K -58 -3%
QIM
663
Quantitative Investment Management
Virginia
$284K +$264K +1,614 New
SLI
664
Sumitomo Life Insurance
Japan
$282K -$1.96K -12 -0.7%
OWA
665
One Wealth Advisors
California
$282K +$262K +1,604 New
CIBC Private Wealth Group
666
CIBC Private Wealth Group
Georgia
$282K +$67.8K +415 +35%
UB
667
UMB Bank
Missouri
$281K +$26.6K +163 +11%
BAAM
668
Baker Avenue Asset Management
California
$281K -$163 -1 -0.1%
Walleye Capital
669
Walleye Capital
New York
$277K -$10.1K -62 -4%
ACA
670
Aptus Capital Advisors
Alabama
$276K +$256K +1,568 New
ASN
671
Advisory Services Network
Georgia
$275K -$37.1K -227 -13%
JIC
672
Joel Isaacson & Co
New York
$275K -$16.3K -100 -6%
WG
673
WMS Group
Louisiana
$273K +$253K +1,550 New
CPA
674
Capital Performance Advisors
California
$272K +$327 +2 +0.1%
PAG
675
Poinciana Advisors Group
Florida
$271K -$2.12K -13 -0.8%