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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
526
Integrated Wealth Concepts
Massachusetts
$2.26M -$159K -545 -6%
LSPW
527
Lake Street Private Wealth
Illinois
$2.25M -$1.02M -3,509 -28%
RSC
528
Red Spruce Capital
Pennsylvania
$2.24M -$78.1K -268 -3%
CTA
529
Chesley Taft & Associates
Illinois
$2.22M -$95.6K -328 -4%
XT
530
XTX Topco
Cayman Islands
$2.21M +$1.18M +4,048 +88%
OIA
531
OneDigital Investment Advisors
Kansas
$2.2M +$389K +1,335 +18%
PFU
532
Parus Finance (UK)
United Kingdom
$2.19M +$38.5K +132 +2%
CSPAM
533
Cary Street Partners Asset Management
Virginia
$2.17M -$45.2K -155 -2%
BC
534
Burney Company
Virginia
$2.17M -$84.5K -290 -3%
TPCW
535
TD Private Client Wealth
New York
$2.16M -$52.4K -180 -2%
NP
536
Nilsine Partners
Colorado
$2.16M +$2.46M +8,452 New
CA
537
Cetera Advisors
Colorado
$2.16M -$550K -1,886 -18%
LWM
538
Lyell Wealth Management
California
$2.16M -$13.7K -47 -0.6%
CAL
539
Capital Analysts LLC
Pennsylvania
$2.15M -$50.4K -173 -2%
JC
540
JB Capital
Connecticut
$2.13M +$105K +362 +5%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$2.12M -$266K -913 -10%
CFG
542
Citizens Financial Group
Rhode Island
$2.12M -$260K -893 -10%
UCFA
543
United Capital Financial Advisors
Texas
$2.11M -$400K -1,374 -14%
DGAM
544
Desjardins Global Asset Management
Quebec, Canada
$2.1M +$415K +1,423 +21%
DFG
545
Demars Financial Group
Washington
$2.1M +$164K +563 +7%
SBH
546
Segall Bryant & Hamill
Illinois
$2.08M -$874 -3 -0%
BA
547
Bellwether Advisors
Nebraska
$2.08M +$786K +2,698 +50%
SEC
548
Seven Eight Capital
New York
$2.08M +$2.37M +8,139 New
EAM
549
Eagle Asset Management
Florida
$2.06M +$368K +1,263 +19%
HTI
550
Hikari Tsushin Inc
Japan
$2.05M +$463K +1,588 +25%