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Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Prudential plc
United Kingdom
$260K +$212K +2,395 New
Creative Planning
302
Creative Planning
Kansas
$257K -$236K -2,674 -53%
CHAM
303
Clear Harbor Asset Management
Connecticut
$256K +$209K +2,359 New
IFG
304
Independent Financial Group
California
$252K +$206K +2,325 New
FTDI
305
First Trust Direct Indexing
Massachusetts
$251K +$205K +2,313 New
CA
306
Cetera Advisors
Colorado
$245K +$200K +2,256 New
GCM
307
Gallacher Capital Management
Colorado
$243K +$198K +2,239 New
VIA
308
Vident Investment Advisory
Georgia
$241K +$197K +2,227 New
JSW
309
Journey Strategic Wealth
New Jersey
$241K +$196K +2,220 New
PFO
310
Pathstone Family Office
New Jersey
$230K +$318K +3,596 New
Nomura Holdings
311
Nomura Holdings
Japan
$227K -$81.5K -922 -31%
CIM
312
CIM Investment Management
Pennsylvania
$226K +$185K +2,087 New
APP
313
Alpha Paradigm Partners
Illinois
$223K +$182K +2,054 New
CFGS
314
Concourse Financial Group Securities
Alabama
$222K
V
315
Veritable
Delaware
$220K +$179K +2,029 New
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$219K +$973 +11 +0.5%
VT
317
Vise Technologies
New York
$218K -$124K -1,397 -41%
ECM
318
Evergreen Capital Management
Washington
$218K +$178K +2,009 New
IAM
319
Innovis Asset Management
Illinois
$208K +$170K +1,921 New
SPM
320
Symmetry Peak Management
Pennsylvania
$206K +$168K +1,900 New
JWCA
321
J.W. Cole Advisors
Florida
$206K +$168K +1,899 New
API
322
Advisor Partners II
California
$203K +$165K +1,868 New
VAS
323
Vestmark Advisory Solutions
Massachusetts
$202K +$165K +1,862 New
Lazard Asset Management
324
Lazard Asset Management
New York
$196K -$973 -11 -0.6%
BWM
325
Baystate Wealth Management
Massachusetts
$192K