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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$264K +$33.7K +861 +15%
BFG
202
Bleakley Financial Group
New Jersey
$260K +$254K +6,483 New
SS
203
Simplicity Solutions
Minnesota
$256K +$31.6K +806 +14%
API
204
Advisor Partners II
California
$251K +$30.8K +785 +14%
APWM
205
Argonautica Private Wealth Management
Massachusetts
$243K +$238K +6,077 New
William Blair & Company
206
William Blair & Company
Illinois
$241K
AWS
207
Atria Wealth Solutions
New York
$237K
JMPWA
208
JP Morgan Private Wealth Advisors
California
$233K -$13.2K -336 -5%
BHPW
209
Beverly Hills Private Wealth
California
$232K +$227K +5,795 New
PRC
210
Pearl River Capital
Michigan
$214K -$768K -19,589 -79%
JAM
211
JCIC Asset Management
Ontario, Canada
$210K -$4.51K -115 -2%
KAS
212
Kestra Advisory Services
Texas
$207K +$202K +5,164 New
ECM
213
Evergreen Capital Management
Washington
$203K +$199K +5,071 New
QCG
214
Quadrant Capital Group
Ohio
$201K +$12K +306 +6%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$201K -$482K -12,297 -71%
Axa
216
Axa
France
$197K +$18.7K +477 +11%
ASN
217
Advisory Services Network
Georgia
$176K +$172K +4,401 New
TRCT
218
Tower Research Capital (TRC)
New York
$174K -$601K -15,327 -78%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$174K +$7.84K +200 +5%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$165K -$18.8K -479 -10%
Osaic Holdings
221
Osaic Holdings
Arizona
$155K -$3.45K -88 -2%
TPCW
222
TD Private Client Wealth
New York
$149K
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$144K +$141K +3,593 New
WB
224
Webster Bank
Connecticut
$142K
SPIA
225
Steward Partners Investment Advisory
New York
$130K +$35.6K +909 +39%