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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
AE Wealth Management
Kansas
$826K +$48.2K +1,316 +7%
HPM
302
Hudson Portfolio Management
New York
$812K -$5.86K -160 -0.8%
EI
303
Ellevest Inc
New York
$811K +$261K +7,140 +52%
MFG
304
Merit Financial Group
Georgia
$805K +$761K +20,775 New
Walleye Capital
305
Walleye Capital
New York
$805K -$264K -7,199 -26%
VSQM
306
V-Square Quantitative Management
Illinois
$802K
BIA
307
Barry Investment Advisors
Massachusetts
$800K -$952 -26 -0.1%
CL
308
CSS LLC
Illinois
$798K -$436K -11,910 -37%
IF
309
Intrua Financial
Texas
$797K -$10.5K -288 -1%
KeyBank National Association
310
KeyBank National Association
Ohio
$796K +$2.71K +74 +0.4%
TWC
311
TD Waterhouse Canada
Ontario, Canada
$788K -$5.78K -158 -0.8%
BP
312
Ballentine Partners
Massachusetts
$783K +$112K +3,056 +18%
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$783K +$83.8K +2,290 +13%
IP
314
Ignite Planners
California
$777K +$39.8K +1,088 +6%
BNP Paribas Financial Markets
315
BNP Paribas Financial Markets
France
$776K -$12.7M -347,286 -95%
CG
316
Caprock Group
Idaho
$772K -$6.96K -190 -1%
AF
317
Advisornet Financial
Minnesota
$767K -$45.7K -1,247 -6%
ATPW
318
Ashton Thomas Private Wealth
Arizona
$750K -$21.5K -586 -3%
PA
319
Probity Advisors
Texas
$744K +$149K +4,081 +27%
CAM
320
Cresset Asset Management
Illinois
$743K -$62.1K -1,695 -8%
ISL
321
Ingalls & Snyder LLC
New York
$743K -$4.98K -136 -0.7%
KPWS
322
Kestra Private Wealth Services
Texas
$740K +$218K +5,968 +45%
B
323
Bailard
California
$739K +$147K +4,018 +27%
WSFS
324
Wilmington Savings Fund Society
Delaware
$739K -$5.53K -151 -0.8%
MOS
325
MGO One Seven
Ohio
$733K +$201K +5,486 +41%