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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
126
First Trust Direct Indexing
Massachusetts
$275K -$2.13K -51 -0.7%
Franklin Resources
127
Franklin Resources
California
$271K +$38.2K +915 +15%
HSA
128
HBK Sorce Advisory
Pennsylvania
$266K -$29.1K -697 -9%
ProShare Advisors
129
ProShare Advisors
Maryland
$261K -$154K -3,682 -36%
FIA
130
FNY Investment Advisers
New York
$247K +$261K +6,258 New
EI
131
Ellevest Inc
New York
$245K -$5.21K -125 -2%
WFI
132
West Family Investments
California
$239K -$85.9K -2,060 -25%
PCS
133
Personal CFO Solutions
New Jersey
$239K -$16.1K -387 -6%
NW
134
NewEdge Wealth
Pennsylvania
$231K -$7.63K -183 -3%
SFA
135
Sequoia Financial Advisors
Ohio
$228K +$240K +5,753 New
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$224K +$231K +5,537 +4,815%
SG Americas Securities
137
SG Americas Securities
New York
$219K +$47.3K +1,135 +26%
ST
138
Sentinel Trust
Texas
$219K +$231K +5,533 New
FFM
139
Forum Financial Management
Illinois
$219K +$231K +5,542 New
TC
140
TownSquare Capital
Utah
$216K -$45.5K -1,091 -17%
Vanguard Personalized Indexing Management
141
Vanguard Personalized Indexing Management
California
$214K +$1.92K +46 +0.9%
Citigroup
142
Citigroup
New York
$213K -$1.46M -35,016 -87%
JC
143
JB Capital
Connecticut
$209K +$2.92K +70 +1%
TAIM
144
TD Ameritrade Investment Management
Nebraska
$207K +$90.6K +2,173 +71%
CB
145
Cadence Bank
Mississippi
$206K
WI
146
WrapManager Inc
California
$204K -$84.3K -2,022 -28%
Pacer Advisors
147
Pacer Advisors
Pennsylvania
$201K -$7.59K -182 -3%
TRCT
148
Tower Research Capital (TRC)
New York
$185K -$190K -4,561 -49%
QCG
149
Quadrant Capital Group
Ohio
$181K -$32.5K -780 -15%
APA
150
American Portfolios Advisors
New York
$124K +$27.9K +668 +27%