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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
176
Frank Rimerman Advisors
California
$758K -$2.1M -45,220 -75%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$739K -$46 -1 -0%
State Street
178
State Street
Massachusetts
$730K
SIA
179
Soltis Investment Advisors
Utah
$727K +$24K +518 +4%
IWC
180
Integrated Wealth Concepts
Massachusetts
$721K +$18K +388 +3%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$704K -$86.6K -1,866 -12%
PP
182
PDS Planning
Ohio
$703K -$12.1K -261 -2%
HJIM
183
Henry James International Management
New York
$702K +$742 +16 +0.1%
ET
184
Entropy Technologies
New York
$701K +$657K +14,163 New
SIA
185
Schechter Investment Advisors
Michigan
$699K -$44.2K -952 -6%
AAS
186
Avantax Advisory Services
Texas
$691K +$70.1K +1,511 +12%
BWM
187
BKM Wealth Management
Wisconsin
$675K -$10.9K -236 -2%
FC
188
FORA Capital
Florida
$671K +$184K +3,976 +41%
CI
189
Cherokee Insurance
Michigan
$670K +$628K +13,545 New
PFS
190
Prospera Financial Services
Texas
$668K -$12.8K -277 -2%
WA
191
Wealthstar Advisors
Texas
$664K +$623K +13,430 New
DS
192
DRW Securities
Illinois
$662K +$621K +13,391 New
KCM
193
Kathmere Capital Management
Pennsylvania
$662K +$194K +4,190 +46%
PA
194
Parallel Advisors
California
$648K +$66.4K +1,431 +12%
LWAM
195
Legacy Wealth Asset Management
Minnesota
$643K -$5.15K -111 -0.8%
SWP
196
Sagespring Wealth Partners
Tennessee
$641K +$601K +12,951 New
PA
197
Profund Advisors
Maryland
$633K -$34K -733 -5%
CFG
198
Cooper Financial Group
California
$625K +$35.2K +759 +6%
VF
199
Virtu Financial
New York
$621K +$27K +581 +5%
SRC
200
Sage Rhino Capital
California
$621K -$10.5K -226 -2%