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Name Holding Trade Value Shares
Change
Change in
Stake
MIH
151
Meitav Investment House
Israel
$226K +$174K +1,627 New
VCA
152
Verdence Capital Advisors
Maryland
$221K +$170K +1,590 New
OFS
153
OneAscent Financial Services
Alabama
$219K +$169K +1,576 New
GCP
154
GSA Capital Partners
United Kingdom
$217K +$167K +1,558 New
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$215K
TC
156
TwinBeech Capital
New York
$215K +$166K +1,548 New
WHAM
157
Windmill Hill Asset Management
United Kingdom
$203K +$157K +1,463 New
NFSG
158
Newbridge Financial Services Group
Florida
$181K +$139K +1,300 New
FHA
159
Flagship Harbor Advisors
Massachusetts
$180K +$102K +948 +271%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$179K
CAM
161
CenterStar Asset Management
Illinois
$179K
Parallax Volatility Advisers
162
Parallax Volatility Advisers
California
$146K +$113K +1,051 New
NFG
163
Next Financial Group
Texas
$140K +$108K +1,007 New
Deutsche Bank
164
Deutsche Bank
Germany
$135K -$616K -5,746 -86%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K +$97.2K +907 New
Lazard Asset Management
166
Lazard Asset Management
New York
$125K -$10.7K -100 -10%
SPIA
167
Steward Partners Investment Advisory
New York
$125K +$80.4K +750 +500%
IA
168
IFP Advisors
Florida
$116K +$90.7K +846 New
EWA
169
Evolution Wealth Advisors
Florida
$113K +$87.3K +814 New
CAGAS
170
Capital Advisory Group Advisory Services
Minnesota
$111K
VFA
171
Valeo Financial Advisors
Indiana
$111K +$21.4K +200 +33%
EDRH
172
Edmond de Rothschild Holding
Switzerland
$104K +$80.4K +750 New
LF
173
Lee Financial
Texas
$90K +$69.7K +650 New
PFS
174
Prospera Financial Services
Texas
$82K +$63.1K +589 New
S
175
SignatureFD
Georgia
$42K +$32.2K +300 New