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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
651
Waldron Private Wealth
Pennsylvania
$216K +$214K +3,204 New
SXL
652
Summit X LLC
Missouri
$216K
M
653
Mirova
France
$214K -$237K -3,550 -53%
AWS
654
Atria Wealth Solutions
New York
$211K +$209K +3,131 New
BPA
655
Beacon Pointe Advisors
California
$211K +$208K +3,125 New
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$207K +$18.9K +284 +10%
CT
657
Caldwell Trust
Florida
$202K
OIA
658
Optimum Investment Advisors
Illinois
$202K
IFG
659
Independent Financial Group
California
$202K +$200K +2,998 New
CFGS
660
Concourse Financial Group Securities
Alabama
$202K +$9.07K +136 +5%
LC
661
Lindbrook Capital
California
$185K -$9.74K -146 -5%
ZB
662
Zions Bancorporation
Utah
$180K -$600 -9 -0.3%
MG
663
Mather Group
Illinois
$174K -$497K -7,454 -74%
PCOC
664
Power Corp of Canada
Canada
$167K
PFBT
665
Parkside Financial Bank & Trust
Missouri
$161K +$32.3K +484 +25%
MA
666
MCF Advisors
Kentucky
$157K
PA
667
PSI Advisors
Florida
$156K +$30.6K +459 +25%
KI
668
Kapitalo Investimentos
Brazil
$152K +$15.8K +237 +12%
HIA
669
Harbor Investment Advisory
Maryland
$149K -$104K -1,556 -41%
SWM
670
Spire Wealth Management
Virginia
$144K -$1.2K -18 -0.8%
IAS
671
IMA Advisory Services
Colorado
$136K
PVH
672
Psagot Value Holdings
Israel
$134K -$49.3K -740 -27%
BFEC
673
Benjamin F. Edwards & Company
Missouri
$134K -$4.13K -62 -3%
C
674
Covestor
United Kingdom
$132K -$48.3K -724 -27%
IAIM
675
Industrial Alliance Investment Management
Quebec, Canada
$130K -$8.23M -123,422 -98%