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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
126
Summit Global Investments
Utah
$243K +$243K +7,666 New
DC
127
Davenport & Co
Virginia
$240K +$4.03K +127 +2%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$236K -$33.4K -1,052 -12%
SEI Investments
129
SEI Investments
Pennsylvania
$233K -$314K -9,907 -57%
Osaic Holdings
130
Osaic Holdings
Arizona
$233K -$343K -10,812 -60%
FZCM
131
Flynn Zito Capital Management
New York
$232K +$35.6K +1,123 +18%
PAS
132
Park Avenue Securities
New York
$231K -$28.9K -913 -11%
AFG
133
Atomi Financial Group
New York
$228K +$26K +820 +13%
IWC
134
Integrated Wealth Concepts
Massachusetts
$224K -$1.79M -56,490 -89%
NS
135
NBC Securities
Alabama
$224K -$729 -23 -0.3%
KAS
136
Kestra Advisory Services
Texas
$224K +$224K +7,055 New
P
137
Pitcairn
Pennsylvania
$218K +$19.1K +604 +10%
AWA
138
Arkadios Wealth Advisors
Georgia
$218K +$218K +6,882 New
Neuberger Berman Group
139
Neuberger Berman Group
New York
$206K +$206K +6,485 New
BTI
140
Blue Trust Inc
Georgia
$196K +$22.2K +701 +13%
JP Morgan Chase
141
JP Morgan Chase
New York
$193K -$1.17M -36,988 -86%
Citadel Advisors
142
Citadel Advisors
Florida
$173K -$2.3M -72,580 -93%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$172K +$172K +5,432 New
NA
144
NewEdge Advisors
Louisiana
$151K +$101K +3,182 +202%
RhumbLine Advisers
145
RhumbLine Advisers
Massachusetts
$147K
ACM
146
Aquatic Capital Management
Illinois
$133K -$510K -16,100 -79%
SAM
147
Smartleaf Asset Management
Massachusetts
$120K +$6.02K +190 +5%
BBHC
148
Brown Brothers Harriman & Co
New York
$89.4K
AWM
149
Avior Wealth Management
Nebraska
$84.6K +$84.5K +2,667 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$75K +$5.17K +163 +7%