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Name Holding Trade Value Shares
Change
Change in
Stake
XT
201
XTX Topco
Cayman Islands
$244K -$464K -14,434 -67%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$244K +$233K +7,258 New
AA
203
AlphaQ Advisors
Florida
$240K -$5.21K -162 -2%
CG
204
Caprock Group
Idaho
$235K +$7.24K +225 +3%
FB
205
Fulton Bank
Pennsylvania
$233K +$223K +6,929 New
AFC
206
AFT Forsyth & Company
Florida
$232K
TRCT
207
Tower Research Capital (TRC)
New York
$232K +$199K +6,199 +898%
AWA
208
Aaron Wealth Advisors
Illinois
$230K +$1.42K +44 +0.6%
PGFC
209
Peapack-Gladstone Financial Corp
New Jersey
$230K -$36.9K -1,146 -14%
BP
210
Ballentine Partners
Massachusetts
$222K +$212K +6,585 New
9WM
211
9258 Wealth Management
Ohio
$218K +$209K +6,488 New
JF
212
Jump Financial
Illinois
$218K +$209K +6,485 New
KOCAA
213
Knights of Columbus Asset Advisors
Connecticut
$217K +$207K +6,450 New
LWM
214
Lodestone Wealth Management
Washington
$215K +$206K +6,403 New
WAM
215
Weatherly Asset Management
California
$210K +$201K +6,256 New
ACM
216
Aquatic Capital Management
Illinois
$209K +$80.4K +2,500 +68%
SC
217
Savant Capital
Illinois
$209K +$200K +6,205 New
PP
218
PDS Planning
Ohio
$206K +$197K +6,117 New
HI
219
Harbour Investments
Wisconsin
$202K +$9.33K +290 +5%
PNC
220
Park National Corp
Ohio
$201K +$192K +5,980 New
Acadian Asset Management
221
Acadian Asset Management
Massachusetts
$181K +$127K +3,964 +276%
EWA
222
EverSource Wealth Advisors
Alabama
$180K +$4.7K +146 +3%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K -$14.8M -459,551 -99%
VWM
224
Venturi Wealth Management
Texas
$155K +$3.02K +94 +2%
PK
225
Pflug Koory
Nebraska
$153K