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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
101
Vanguard Personalized Indexing Management
California
$426K -$22.6K -503 -5%
WA
102
Wealth Alliance
New York
$412K +$395K +8,777 New
MOS
103
MGO One Seven
Ohio
$411K +$394K +8,763 New
Simplex Trading
104
Simplex Trading
Illinois
$395K +$256K +5,695 +209%
VAS
105
Vestmark Advisory Solutions
Massachusetts
$383K +$15.5K +345 +4%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$375K +$359K +7,990 New
LG
107
Leuthold Group
Minnesota
$373K -$8.9K -198 -2%
FB
108
Fulton Bank
Pennsylvania
$370K -$41.8K -930 -11%
FCI
109
Financial Counselors Inc
Kansas
$361K -$1.35K -30 -0.4%
PAS
110
Park Avenue Securities
New York
$350K +$335K +7,452 New
BTWM
111
Baker Tilly Wealth Management
Wisconsin
$312K +$298K +6,637 New
ACI
112
AMP Capital Investors
Australia
$310K -$64.9K -1,444 -18%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$305K +$53.1K +1,180 +22%
YIH
114
Y-Intercept (HK)
Hong Kong
$285K +$273K +6,080 New
SI
115
Stephens Inc
Arkansas
$283K +$271K +6,023 New
Prudential Financial
116
Prudential Financial
New Jersey
$278K +$266K +5,911 New
BF
117
BOK Financial
Oklahoma
$266K +$15.2K +339 +6%
IWP
118
Icon Wealth Partners
Texas
$262K +$250K +5,568 New
BC
119
Bridgefront Capital
Texas
$262K +$251K +5,574 New
DTL
120
Dynamic Technology Lab
Singapore
$260K +$249K +5,529 New
FT
121
Fiduciary Trust
Massachusetts
$253K +$242K +5,379 New
CAG
122
Csenge Advisory Group
Florida
$250K -$18.7K -415 -7%
PCS
123
Personal CFO Solutions
New Jersey
$246K +$20.4K +454 +9%
WI
124
WrapManager Inc
California
$244K +$234K +5,199 New
EGM
125
Engineers Gate Manager
New York
$244K +$234K +5,200 New