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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
326
First Trust Direct Indexing
Massachusetts
$298K +$51.5K +101 +22%
RL
327
Retireful LLC
Michigan
$298K +$282K +554 New
EWA
328
EverSource Wealth Advisors
Alabama
$297K +$26.5K +52 +10%
PCS
329
Personal CFO Solutions
New Jersey
$296K -$52.5K -103 -16%
CF
330
Cantor Fitzgerald
New York
$294K -$8.16K -16 -3%
VNA
331
Valley National Advisers
Pennsylvania
$283K
PA
332
Profund Advisors
Maryland
$279K -$72.4K -142 -21%
SCA
333
Stonebridge Capital Advisors
Minnesota
$270K
SFG
334
SNS Financial Group
Minnesota
$270K +$1.02K +2 +0.4%
MA
335
MCF Advisors
Kentucky
$269K
BFM
336
Boothbay Fund Management
New York
$269K +$45.4K +89 +22%
PFS
337
Prospera Financial Services
Texas
$265K +$251K +492 New
ASN
338
Advisory Services Network
Georgia
$264K +$64.8K +127 +35%
SW
339
SkyOak Wealth
Michigan
$261K +$21.9K +43 +10%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$254K
WTC
341
WhitTier Trust Company
Nevada
$253K
CM
342
Capula Management
Cayman Islands
$252K +$239K +469 New
TRCT
343
Tower Research Capital (TRC)
New York
$243K -$27K -53 -10%
OIA
344
OneDigital Investment Advisors
Kansas
$243K +$1.53K +3 +0.7%
FWM
345
Forza Wealth Management
Florida
$242K +$229K +450 New
BFG
346
Berger Financial Group
Minnesota
$241K +$6.12K +12 +3%
JAG
347
Journey Advisory Group
Kentucky
$237K -$29.6K -58 -12%
BMSSC
348
B. Metzler seel. Sohn & Co
Germany
$237K
MFG
349
Menard Financial Group
Texas
$234K -$57.6K -113 -21%
RFC
350
Regions Financial Corp
Alabama
$230K -$18.9K -37 -8%