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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Sagespring Wealth Partners
Tennessee
$947K +$193K +3,531 +27%
KCM
177
Kathmere Capital Management
Pennsylvania
$946K +$169K +3,089 +23%
YIH
178
Y-Intercept (HK)
Hong Kong
$940K -$1.05M -19,226 -54%
IP
179
Ignite Planners
California
$930K -$55.8K -1,020 -6%
GC
180
Guggenheim Capital
Illinois
$926K +$447K +8,178 +103%
VF
181
Virtu Financial
New York
$925K +$194K +3,543 +28%
FFS
182
Founders Financial Securities
Maryland
$919K -$54.4K -995 -6%
AAS
183
Avantax Advisory Services
Texas
$905K +$97.2K +1,778 +13%
PAG
184
Private Advisor Group
New Jersey
$901K -$669K -12,227 -44%
FRA
185
Frank Rimerman Advisors
California
$881K
PP
186
PDS Planning
Ohio
$879K +$59K +1,079 +8%
State Street
187
State Street
Massachusetts
$875K
SIA
188
Soltis Investment Advisors
Utah
$870K +$24.2K +442 +3%
Jane Street
189
Jane Street
New York
$868K -$569K -10,412 -41%
Lazard Asset Management
190
Lazard Asset Management
New York
$848K -$604K -11,042 -43%
BIG
191
Brooklyn Investment Group
New York
$839K +$744K +13,607 +1,361%
SA
192
Sanctuary Advisors
Indiana
$835K -$145K -2,659 -15%
VCM
193
Versant Capital Management
Arizona
$826K +$704K +12,879 +860%
HJIM
194
Henry James International Management
New York
$815K
CGL
195
Clarius Group LLC
Washington
$801K +$180K +3,286 +31%
HAG
196
HighPoint Advisor Group
Illinois
$794K -$11.3K -206 -1%
PA
197
Parallel Advisors
California
$789K +$34.9K +638 +5%
CI
198
Cherokee Insurance
Michigan
$778K
CAM
199
Cresset Asset Management
Illinois
$777K -$300K -5,484 -29%
AG
200
Ascent Group
Virginia
$771K +$734K +13,424 New