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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Concepts
Massachusetts
$506K +$37.6K +1,342 +9%
CFB
602
Cullen/Frost Bankers
Texas
$501K -$13.7K -489 -3%
VF
603
Virtu Financial
New York
$500K -$919K -32,814 -66%
BFS
604
Bradley Foster & Sargent
Connecticut
$497K +$280 +10 +0.1%
LFG
605
Larson Financial Group
Missouri
$496K -$3.84K -137 -0.8%
PCIA
606
Prime Capital Investment Advisors
Kansas
$494K +$45.7K +1,632 +11%
SPA
607
Sherbrooke Park Advisers
New York
$492K +$1.48K +53 +0.3%
BRWA
608
B. Riley Wealth Advisors
Florida
$492K +$7.67K +274 +2%
PA
609
Parallel Advisors
California
$492K +$61.3K +2,187 +15%
LSA
610
Leonteq Securities AG
Switzerland
$483K -$408K -14,559 -48%
MGIA
611
Moneta Group Investment Advisors
Missouri
$483K +$36.7K +1,309 +9%
LGA
612
Lebenthal Global Advisors
New York
$483K -$85.6K -3,056 -16%
EI
613
Ellevest Inc
New York
$481K +$1.51K +54 +0.3%
BIM
614
Bridgecreek Investment Management
Oklahoma
$475K
CCFM
615
Clear Creek Financial Management
Washington
$474K -$4.48K -160 -1%
VSQM
616
V-Square Quantitative Management
Illinois
$474K +$109K +3,904 +33%
Fisher Asset Management
617
Fisher Asset Management
Washington
$472K +$440K +15,697 New
SOAMC
618
Spirit of America Management Corp
New York
$469K
OWA
619
One Wealth Advisors
California
$468K -$20.1K -716 -4%
SMH
620
Sanders Morris Harris
Texas
$465K
ACM
621
Avalon Capital Management
California
$460K
WS
622
Wedbush Securities
California
$458K -$3.33K -119 -0.8%
CFGS
623
Concourse Financial Group Securities
Alabama
$445K +$16K +573 +4%
HH
624
Hilltop Holdings
Texas
$444K +$101K +3,624 +33%
WI
625
Wahed Invest
New York
$444K +$26.7K +954 +7%