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Name Holding Trade Value Shares
Change
Change in
Stake
CL
126
Choreo LLC
Illinois
$683K +$35.8K +799 +7%
SEI Investments
127
SEI Investments
Pennsylvania
$680K +$9.15K +204 +2%
AFG
128
Atomi Financial Group
New York
$675K +$56K +1,248 +12%
SA
129
Sanctuary Advisors
Indiana
$671K +$50K +1,115 +10%
AssetMark Inc
130
AssetMark Inc
California
$669K +$509K +11,347 +2,451%
KCM
131
Kornitzer Capital Management
Kansas
$664K +$83.4K +1,860 +19%
LA
132
LVW Advisors
New York
$663K +$525K +11,705 New
Osaic Holdings
133
Osaic Holdings
Arizona
$660K -$351K -7,820 -40%
BTI
134
Blue Trust Inc
Georgia
$657K -$190K -4,232 -27%
MOS
135
MGO One Seven
Ohio
$635K -$29.9K -666 -6%
CCA
136
Checchi Capital Advisers
California
$627K +$9.55K +213 +2%
FWP
137
Flatrock Wealth Partners
California
$622K +$4.66K +104 +1%
QI
138
Qtron Investments
Massachusetts
$605K +$479K +10,688 New
CI
139
Cambiar Investors
Colorado
$593K -$308K -6,860 -40%
NFG
140
Nations Financial Group
Iowa
$570K -$3.86K -86 -0.8%
CIC
141
Canal Insurance Company
South Carolina
$566K
VT
142
Vise Technologies
New York
$543K
PA
143
Parallel Advisors
California
$537K +$114K +2,535 +36%
DC
144
Davenport & Co
Virginia
$520K -$82.9K -1,849 -17%
FI
145
Fractal Investments
Connecticut
$520K +$412K +9,186 New
GI
146
GAMMA Investing
California
$500K +$50.2K +1,120 +15%
BP
147
Ballentine Partners
Massachusetts
$500K +$9.82K +219 +3%
PGF
148
Plan Group Financial
Oklahoma
$481K +$381K +8,500 New
KAS
149
Kestra Advisory Services
Texas
$473K -$16K -357 -4%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$466K +$24.4K +545 +7%