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Name Holding Trade Value Shares
Change
Change in
Stake
OMC
126
Old Mission Capital
Illinois
$313K +$342K +9,733 New
Franklin Resources
127
Franklin Resources
California
$309K -$6.11K -174 -2%
LFAS
128
Level Four Advisory Services
Texas
$307K -$983 -28 -0.3%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$290K -$57.8K -1,646 -15%
DC
130
Davenport & Co
Virginia
$286K -$83.7K -2,385 -21%
TPW
131
Transatlantique Private Wealth
New York
$276K +$302K +8,603 New
GA
132
Geller Advisors
New York
$273K -$21.4K -610 -7%
SIA
133
Schechter Investment Advisors
Michigan
$262K +$48.5K +1,381 +20%
QCG
134
Quadrant Capital Group
Ohio
$233K +$107K +3,051 +73%
PCS
135
Personal CFO Solutions
New Jersey
$209K +$228K +6,500 New
API
136
Advisor Partners II
California
$209K +$229K +6,514 New
SG Americas Securities
137
SG Americas Securities
New York
$204K +$10K +285 +5%
EI
138
Ellevest Inc
New York
$196K +$1.37K +39 +0.6%
WFA
139
Wipfli Financial Advisors
Wisconsin
$171K +$187K +5,313 New
TPCW
140
TD Private Client Wealth
New York
$169K +$147K +4,173 +379%
Citigroup
141
Citigroup
New York
$151K -$2.25K -64 -1%
TAIM
142
TD Ameritrade Investment Management
Nebraska
$123K -$13.2K -376 -9%
TRCT
143
Tower Research Capital (TRC)
New York
$109K -$322K -9,165 -73%
APA
144
American Portfolios Advisors
New York
$107K +$12.1K +345 +12%
LTI
145
Laffer Tengler Investments
Tennessee
$73K -$878 -25 -1%
MSFP
146
Mark Sheptoff Financial Planning
Connecticut
$67K
Lazard Asset Management
147
Lazard Asset Management
New York
$56K +$22.9K +651 +56%
FP
148
Financial Perspectives
Minnesota
$42.8K
LC
149
Lindbrook Capital
California
$40K +$11.4K +326 +36%
FF
150
FourThought Financial
Florida
$39K +$14.3K +408 +50%