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Name Holding Trade Value Shares
Change
Change in
Stake
AS
126
Altshuler Shaham
Israel
$356K +$165K +2,445 +145%
Creative Planning
127
Creative Planning
Kansas
$351K +$877 +13 +0.3%
OPPS
128
Obsidian Personal Planning Solutions
Maryland
$338K
JFG
129
Jefferies Financial Group
New York
$338K +$270K +3,998 New
FAM
130
Fred Alger Management
New York
$337K -$252K -3,740 -48%
SOW
131
State of Wyoming
Wyoming
$317K -$34.9K -518 -12%
REMPR
132
Roof Eidam Maycock Peralta (REMP)
California
$307K
Lido Advisors
133
Lido Advisors
California
$306K +$244K +3,616 New
STA
134
Summit Trail Advisors
New York
$296K +$236K +3,500 New
LOAMU
135
Lombard Odier Asset Management (USA)
New York
$267K +$213K +3,162 New
BlackRock
136
BlackRock
New York
$258K +$91K +1,350 +79%
Stifel Financial
137
Stifel Financial
Missouri
$251K +$200K +2,968 New
Lazard Asset Management
138
Lazard Asset Management
New York
$208K -$4.92K -73 -3%
VEA
139
Virtus ETF Advisers
New York
$195K +$156K +2,308 New
OIA
140
Optimum Investment Advisors
Illinois
$101K +$30.3K +450 +60%
APW
141
Aventura Private Wealth
Florida
$85.7K
AAM
142
Advisors Asset Management
Colorado
$80.5K +$12.3K +183 +24%
Osaic Holdings
143
Osaic Holdings
Arizona
$64.1K +$7.01K +104 +16%
Comerica Bank
144
Comerica Bank
Texas
$29.7K +$19.6K +290 +475%
SS
145
SBI Securities
Japan
$22.2K +$13.7K +203 +338%
MCM
146
MAI Capital Management
Ohio
$22K
FFA
147
Farther Finance Advisors
California
$9.98K -$11K -163 -58%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$9K
API
149
Asset Planning Inc
California
$8.46K
NFSG
150
Newbridge Financial Services Group
Florida
$8.46K