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Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$307K -$633K -65,721 -66%
UCFA
227
United Capital Financial Advisors
Texas
$306K -$50K -5,196 -13%
AFG
228
Atomi Financial Group
New York
$304K -$12.8K -1,330 -4%
EH
229
Equitable Holdings
New York
$298K +$3.08K +320 +1%
AG
230
Ascent Group
Virginia
$298K -$962K -99,875 -75%
WA
231
Waverly Advisors
Alabama
$294K +$13.6K +1,407 +4%
TCA
232
Transcend Capital Advisors
New Jersey
$294K +$89.8K +9,322 +40%
IAS
233
Insigneo Advisory Services
Florida
$289K -$5.05K -524 -2%
FFM
234
Forum Financial Management
Illinois
$288K +$14.7K +1,527 +5%
RS
235
R Squared
Hong Kong
$288K +$309K +32,055 New
MGWM
236
Marks Group Wealth Management
Minnesota
$287K -$84.4K -8,767 -21%
AIM
237
Aigen Investment Management
New York
$282K +$302K +31,395 New
DWM
238
Defined Wealth Management
Oregon
$264K -$953 -99 -0.3%
CCM
239
Coldstream Capital Management
Washington
$263K -$23.1K -2,396 -8%
LI
240
Lafayette Investments
Maryland
$261K
SAM
241
Smartleaf Asset Management
Massachusetts
$260K +$14.5K +1,502 +5%
SG Americas Securities
242
SG Americas Securities
New York
$257K -$95.8K -9,946 -26%
FRA
243
Frank Rimerman Advisors
California
$256K +$275K +28,551 New
Luther King Capital Management (LKCM)
244
Luther King Capital Management (LKCM)
Texas
$254K +$11.6K +1,204 +4%
SC
245
Savant Capital
Illinois
$247K -$476K -49,383 -64%
ISL
246
Ingalls & Snyder LLC
New York
$246K -$11.5K -1,190 -4%
HCMT
247
Highland Capital Management (Tennessee)
Tennessee
$245K +$25.5K +2,650 +11%
AWA
248
Aaron Wealth Advisors
Illinois
$245K -$83.1K -8,623 -24%
CIC
249
Chilton Investment Company
Connecticut
$242K +$260K +27,000 New
MFIM
250
Mesirow Financial Investment Management
Illinois
$239K +$22.9K +2,379 +10%