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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
101
Freedom Investment Management
Connecticut
$286K -$10.4K -386 -4%
KAS
102
Kestra Advisory Services
Texas
$275K +$258K +9,579 New
ECM
103
Evergreen Capital Management
Washington
$271K +$255K +9,468 New
IA
104
Inspire Advisors
Idaho
$269K -$8.14K -302 -3%
RJT
105
Raymond James Trust
Florida
$261K -$18.7K -694 -7%
ACM
106
Ativo Capital Management
Illinois
$258K -$63.8K -2,364 -21%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$252K +$238K +8,807 New
VIA
108
Vident Investment Advisory
Georgia
$247K +$232K +8,618 New
SS
109
Simplicity Solutions
Minnesota
$246K -$38.5K -1,426 -14%
EWA
110
EverSource Wealth Advisors
Alabama
$244K +$29.6K +1,099 +15%
LPL Financial
111
LPL Financial
California
$236K +$222K +8,226 New
Citigroup
112
Citigroup
New York
$225K -$90.7K -3,364 -30%
MML Investors Services
113
MML Investors Services
Massachusetts
$219K +$206K +7,637 New
ASN
114
Advisory Services Network
Georgia
$216K +$204K +7,550 New
ONB
115
Old National Bancorp
Indiana
$211K +$198K +7,352 New
RWM
116
Ritholtz Wealth Management
New York
$208K +$196K +7,273 New
HighTower Advisors
117
HighTower Advisors
Illinois
$205K -$73.6K -2,728 -28%
BTI
118
Blue Trust Inc
Georgia
$172K +$122K +4,531 +126%
CS
119
Comerica Securities
Michigan
$155K +$146K +5,421 New
ERSOT
120
Employees Retirement System of Texas
Texas
$155K
SC
121
SouthState Corp
Florida
$141K -$19.1K -709 -13%
AssetMark Inc
122
AssetMark Inc
California
$121K +$114K +4,222 New
PA
123
Parallel Advisors
California
$117K +$9.41K +349 +9%
KI
124
Kapitalo Investimentos
Brazil
$94.6K +$89K +3,300 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$88K +$36.6K +1,359 +79%