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Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$457K +$302 +2 +0.1%
DI
177
DFPG Investments
Utah
$449K +$43.5K +288 +11%
KPWS
178
Kestra Private Wealth Services
Texas
$447K +$417K +2,760 New
CF
179
Centaurus Financial
California
$445K -$9.07K -60 -2%
DC
180
Davenport & Co
Virginia
$439K -$60.3K -399 -13%
SPIA
181
Steward Partners Investment Advisory
New York
$423K +$302 +2 +0.1%
FFO
182
Fiduciary Family Office
Florida
$417K +$389K +2,570 New
APWM
183
Argonautica Private Wealth Management
Massachusetts
$416K -$151 -1 -0%
SEI Investments
184
SEI Investments
Pennsylvania
$415K -$2.95M -19,491 -88%
RhumbLine Advisers
185
RhumbLine Advisers
Massachusetts
$405K -$3.78K -25 -1%
AC
186
AXQ Capital
New Jersey
$404K +$376K +2,490 New
FTDI
187
First Trust Direct Indexing
Massachusetts
$402K -$9.83K -65 -3%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$389K -$31.4K -208 -8%
KCM
189
Kornitzer Capital Management
Kansas
$384K
YMRC
190
Yorktown Management & Research Company
Virginia
$373K
TIM
191
Thompson Investment Management
Wisconsin
$372K -$7.56K -50 -2%
SCM
192
Stevens Capital Management
Pennsylvania
$370K +$345K +2,283 New
Creative Planning
193
Creative Planning
Kansas
$363K +$13.2K +87 +4%
Mariner
194
Mariner
Kansas
$362K +$86.3K +571 +34%
Wellington Management Group
195
Wellington Management Group
Massachusetts
$351K +$5.44K +36 +2%
Vanguard Personalized Indexing Management
196
Vanguard Personalized Indexing Management
California
$349K -$20K -132 -6%
CCIA
197
Campbell & Co Investment Adviser
Maryland
$343K -$361K -2,389 -53%
NAM
198
NorthCrest Asset Manangement
Minnesota
$343K +$22.1K +146 +7%
Cerity Partners
199
Cerity Partners
New York
$333K -$13.8K -91 -4%
LA
200
Lindenwold Advisors
Pennsylvania
$312K