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Name Holding Trade Value Shares
Change
Change in
Stake
OL
651
Optas LLC
Texas
$300K +$11.9K +73 +4%
CI
652
CX Institutional
Indiana
$300K +$41.3K +253 +17%
KCP
653
Kera Capital Partners
California
$300K
FHA
654
Flagship Harbor Advisors
Massachusetts
$298K -$99.2K -607 -26%
PGFC
655
Peapack-Gladstone Financial Corp
New Jersey
$297K -$29.4K -180 -10%
RCA
656
Resonant Capital Advisors
Wisconsin
$296K +$17.8K +109 +7%
EFG
657
Everhart Financial Group
Ohio
$292K +$271K +1,657 New
FFA
658
Farther Finance Advisors
California
$291K +$99.2K +607 +58%
Envestnet Portfolio Solutions
659
Envestnet Portfolio Solutions
Illinois
$291K +$270K +1,652 New
TCA
660
Transcend Capital Advisors
New Jersey
$290K -$4.9K -30 -2%
FDP
661
Financiere des Professionnels
Quebec, Canada
$290K
FFA
662
Florida Financial Advisors
Florida
$286K +$265K +1,624 New
TAM
663
Trust Asset Management
Texas
$285K -$9.48K -58 -3%
QIM
664
Quantitative Investment Management
Virginia
$284K +$264K +1,614 New
SLI
665
Sumitomo Life Insurance
Japan
$282K -$1.96K -12 -0.7%
OWA
666
One Wealth Advisors
California
$282K +$262K +1,604 New
CIBC Private Wealth Group
667
CIBC Private Wealth Group
Georgia
$282K +$67.8K +415 +35%
UB
668
UMB Bank
Missouri
$281K +$26.6K +163 +11%
BAAM
669
Baker Avenue Asset Management
California
$281K -$163 -1 -0.1%
Walleye Capital
670
Walleye Capital
New York
$277K -$10.1K -62 -4%
ACA
671
Aptus Capital Advisors
Alabama
$276K +$256K +1,568 New
ASN
672
Advisory Services Network
Georgia
$275K -$37.1K -227 -13%
JIC
673
Joel Isaacson & Co
New York
$275K -$16.3K -100 -6%
WG
674
WMS Group
Louisiana
$273K +$253K +1,550 New
CPA
675
Capital Performance Advisors
California
$272K +$327 +2 +0.1%