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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
451
Regal Investment Advisors
Michigan
$669K +$937 +23 +0.1%
EH
452
Equitable Holdings
New York
$665K +$11.2K +274 +2%
AAS
453
Ameritas Advisory Services
Nebraska
$659K +$278K +6,817 +68%
Envestnet Portfolio Solutions
454
Envestnet Portfolio Solutions
Illinois
$658K +$709K +17,408 New
LA
455
Lakeside Advisors
Washington
$652K -$8.15K -200 -1%
BCI
456
Brinker Capital Investments
Pennsylvania
$650K +$62.7K +1,539 +10%
OPS
457
Orion Portfolio Solutions
Nebraska
$650K +$62.7K +1,539 +10%
WJA
458
Willis Johnson & Associates
Texas
$648K +$5.66K +139 +0.8%
IAA
459
Independent Advisor Alliance
North Carolina
$644K +$91.2K +2,239 +15%
SLI
460
Sumitomo Life Insurance
Japan
$642K -$21.9K -538 -3%
TSS
461
Two Sigma Securities
New York
$640K +$389K +9,537 +129%
MIM
462
Morningstar Investment Management
Illinois
$639K
SPC
463
Sigma Planning Corp
Michigan
$625K +$15.7K +385 +2%
PA
464
Pinnacle Associates
New York
$624K -$47.1K -1,155 -7%
CTC
465
Central Trust Company
Missouri
$618K
FTDI
466
First Trust Direct Indexing
Massachusetts
$617K +$19.1K +468 +3%
SM
467
STF Management
Texas
$615K +$407K +9,983 +159%
ISL
468
Ingalls & Snyder LLC
New York
$613K -$32.8K -806 -5%
SF
469
Synovus Financial
Georgia
$609K +$52.8K +1,297 +9%
AWC
470
Abundance Wealth Counselors
Pennsylvania
$599K +$13.8K +339 +2%
CSS
471
Cubist Systematic Strategies
Connecticut
$595K +$426K +10,444 +197%
WWA
472
WCG Wealth Advisors
Nevada
$589K +$538K +13,193 New
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$579K +$159K +3,904 +34%
KWA
474
Kingswood Wealth Advisors
California
$570K +$614K +15,077 New
PT
475
Plimoth Trust
Massachusetts
$569K -$19.9K -489 -3%