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Name Holding Trade Value Shares
Change
Change in
Stake
AMPWP
251
Alvarez & Marsal Private Wealth Partners
Florida
$266K
State Street
252
State Street
Massachusetts
$265K +$82.3K +8,850 +45%
MF
253
Magnetar Financial
Illinois
$263K +$262K +28,201 New
MGWM
254
Marks Group Wealth Management
Minnesota
$261K -$25.8K -2,778 -9%
BPA
255
Beacon Pointe Advisors
California
$261K -$191K -20,566 -42%
SPIA
256
Steward Partners Investment Advisory
New York
$256K -$129K -13,854 -34%
SWM
257
Seed Wealth Management
Illinois
$248K
MWA
258
MN Wealth Advisors
Kansas
$245K +$3.16K +340 +1%
PP
259
PDS Planning
Ohio
$244K +$88.7K +9,542 +57%
GRP
260
Global Retirement Partners
California
$240K +$239K +25,690 New
EH
261
Equitable Holdings
New York
$236K +$1.78K +191 +0.8%
DWM
262
Drive Wealth Management
Utah
$233K -$684K -73,541 -75%
BJL
263
Brighton Jones LLC
Washington
$231K +$55.2K +5,938 +32%
TPCW
264
TD Private Client Wealth
New York
$229K +$8.21K +883 +4%
EWA
265
EP Wealth Advisors
California
$229K +$18.7K +2,012 +9%
HTC
266
Haverford Trust Company
Pennsylvania
$228K +$288 +31 +0.1%
Bessemer Group
267
Bessemer Group
New Jersey
$228K -$14.1K -1,512 -6%
KAS
268
Kestra Advisory Services
Texas
$228K -$169K -18,189 -43%
RCA
269
Resonant Capital Advisors
Wisconsin
$227K -$69.7K -7,498 -24%
ISL
270
Ingalls & Snyder LLC
New York
$224K -$2.12K -228 -0.9%
DWT
271
Dorsey & Whitney Trust
South Dakota
$222K -$40.1K -4,308 -15%
DWM
272
Diversify Wealth Management
Utah
$222K +$57.8K +6,221 +39%
DAS
273
Diversify Advisory Services
Utah
$222K +$207K +22,312 New
HCMT
274
Highland Capital Management (Tennessee)
Tennessee
$210K +$1.4K +150 +0.7%
LFS
275
Lighthouse Financial Services
California
$210K