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Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$204K +$8.49K +206 +4%
Lido Advisors
402
Lido Advisors
California
$202K +$224K +5,429 New
DM
403
Diversified Management
Wisconsin
$202K +$206 +5 +0.1%
SCM
404
Shelton Capital Management
Colorado
$201K
TRCT
405
Tower Research Capital (TRC)
New York
$187K -$46.5K -1,128 -18%
IAS
406
IMA Advisory Services
Colorado
$186K
CF
407
Centaurus Financial
California
$178K
IA
408
IFP Advisors
Florida
$156K -$144K -3,507 -45%
BTI
409
Blue Trust Inc
Georgia
$153K -$52.3K -1,269 -24%
SO
410
STRS Ohio
Ohio
$141K -$2.47K -60 -2%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$137K +$12.4K +300 +9%
HFS
412
Hantz Financial Services
Michigan
$119K +$24.4K +592 +23%
ASN
413
Advisory Services Network
Georgia
$99.8K +$110K +2,678 New
W
414
WealthCollab
Washington
$98.6K -$4K -97 -4%
TWD
415
True Wealth Design
Ohio
$94.9K +$3.91K +95 +4%
GIM
416
Groesbeck Investment Management
New Jersey
$94K
Osaic Holdings
417
Osaic Holdings
Arizona
$93.4K -$235K -5,694 -69%
RFS
418
Richardson Financial Services
Massachusetts
$88.7K +$22.9K +557 +31%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$87.2K -$24.1K -585 -20%
RFP
420
Root Financial Partners
California
$77.4K +$65K +1,578 +316%
Nomura Asset Management
421
Nomura Asset Management
Japan
$73K +$36.7K +890 +83%
CSB
422
City State Bank
Iowa
$69.7K
CIAM
423
Caitong International Asset Management
Hong Kong
$64.5K +$55.3K +1,342 +345%
SIC
424
SJS Investment Consulting
Ohio
$63K +$12.9K +312 +23%
UB
425
UMB Bank
Missouri
$61K -$15.9K -385 -19%