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Name Holding Trade Value Shares
Change
Change in
Stake
MW
551
Marcum Wealth
Ohio
$270K +$4.51K +69 +2%
Envestnet Portfolio Solutions
552
Envestnet Portfolio Solutions
Illinois
$269K -$556K -8,496 -69%
SFS
553
Sowell Financial Services
Arkansas
$267K +$253K +3,872 New
SFC
554
SYM Financial Corp
Indiana
$264K +$8.97K +137 +4%
LFS
555
Legacy Financial Strategies
Kansas
$264K
VSQM
556
V-Square Quantitative Management
Illinois
$264K -$40.2K -615 -14%
IA
557
IFP Advisors
Florida
$263K -$399K -6,100 -62%
GT
558
Glenview Trust
Kentucky
$262K +$249K +3,804 New
MFG
559
Midwest Financial Group
Kansas
$262K -$347K -5,306 -58%
DADC
560
D.A. Davidson & Co
Montana
$262K +$262 +4 +0.1%
SI
561
Stephens Inc
Arkansas
$260K +$247K +3,768 New
FNA
562
First National Advisers
Nebraska
$259K
TYCC
563
Texas Yale Capital Corp
Florida
$258K
SSA
564
Schonfeld Strategic Advisors
New York
$258K +$8.84K +135 +4%
CPSAC
565
Chas P. Smith & Associates (CPS)
Florida
$258K +$244K +3,735 New
VWM
566
Venturi Wealth Management
Texas
$257K +$32.8K +501 +16%
AAS
567
Ameritas Advisory Services
Nebraska
$257K +$27.4K +419 +12%
ECM
568
Everence Capital Management
Indiana
$256K
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$254K +$6.41K +98 +3%
BP
570
Ballentine Partners
Massachusetts
$254K +$241K +3,683 New
GI
571
Gradient Investments
Minnesota
$252K +$240K +3,661 New
DB
572
Danske Bank
Denmark
$252K +$75.3K +1,150 +46%
TL
573
Tradewinds LLC
North Carolina
$249K +$916 +14 +0.4%
OFS
574
OneAscent Financial Services
Alabama
$249K +$3.08K +47 +1%
TSS
575
Two Sigma Securities
New York
$249K -$465K -7,102 -66%