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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$682K +$125K +1,919 +25%
MWM
252
Mission Wealth Management
California
$671K +$18.8K +289 +3%
Deutsche Bank
253
Deutsche Bank
Germany
$668K
OL
254
Optas LLC
Texas
$668K +$4.29K +66 +0.7%
KeyBank National Association
255
KeyBank National Association
Ohio
$666K -$1.33M -20,383 -68%
SIA
256
SeaBridge Investment Advisors
New Jersey
$649K -$42.3K -650 -7%
GM
257
GeoWealth Management
Illinois
$643K +$393K +6,047 +200%
HWM
258
HighMark Wealth Management
Minnesota
$639K
WCA
259
Westover Capital Advisors
Delaware
$635K +$22.8K +350 +4%
Wolverine Trading
260
Wolverine Trading
Illinois
$630K +$581K +8,934 New
Lazard Asset Management
261
Lazard Asset Management
New York
$628K +$65 +1 +0%
MGWM
262
Marks Group Wealth Management
Minnesota
$620K +$568K +8,738 New
WC
263
Westerkirk Capital
$606K
AFO
264
Allie Family Office
Florida
$604K
CC
265
Courier Capital
New York
$597K -$4.88K -75 -0.9%
BA
266
Bridgewater Advisors
New York
$589K +$9.95K +153 +2%
Lido Advisors
267
Lido Advisors
California
$589K +$132K +2,023 +32%
Jones Financial Companies
268
Jones Financial Companies
Missouri
$580K +$42.1K +648 +8%
EWA
269
EverSource Wealth Advisors
Alabama
$575K -$4.55K -70 -0.9%
BF
270
Brucke Financial
Indiana
$573K +$532K +8,181 New
ATIA
271
American Trust Investment Advisors
New Hampshire
$571K
GWMR
272
GC Wealth Management RIA
Massachusetts
$569K +$521K +8,015 New
DFA
273
Delta Financial Advisors
Louisiana
$557K +$510K +7,850 New
WPC
274
Wedmont Private Capital
Pennsylvania
$556K -$7.41K -114 -1%
DWM
275
Drive Wealth Management
Utah
$549K +$6.18K +95 +1%