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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
301
Vestmark Advisory Solutions
Massachusetts
$214K +$213K +3,138 New
CCA
302
Cadent Capital Advisors
Oklahoma
$214K +$213K +3,136 New
SS
303
Simplicity Solutions
Minnesota
$212K +$211K +3,105 New
KAS
304
Kestra Advisory Services
Texas
$211K -$495K -7,291 -70%
BFG
305
Bleakley Financial Group
New Jersey
$211K +$210K +3,096 New
PA
306
Profund Advisors
Maryland
$207K -$31.4K -463 -13%
CIA
307
Cladis Investment Advisory
Montana
$205K +$204K +3,000 New
HFA
308
High Falls Advisors
New York
$205K +$204K +3,000 New
KI
309
Kula Investments
Illinois
$203K +$202K +2,976 New
CFGS
310
Concourse Financial Group Securities
Alabama
$194K -$11.7K -172 -6%
HIA
311
Harbor Investment Advisory
Maryland
$152K
PPC
312
Park Place Capital
Alabama
$146K -$1.43K -21 -1%
ST
313
Smithfield Trust
Pennsylvania
$121K
GRP
314
Global Retirement Partners
California
$106K +$4.34K +64 +5%
Bessemer Group
315
Bessemer Group
New Jersey
$103K +$88.5K +1,304 +624%
First Manhattan
316
First Manhattan
New York
$100K
CCA
317
Column Capital Advisors
Indiana
$99.3K
SPIA
318
Steward Partners Investment Advisory
New York
$89.3K -$2.92K -43 -3%
WT
319
Whittier Trust
California
$73.2K
CT
320
Cambridge Trust
Massachusetts
$68.3K -$55.3K -815 -45%
OLVIG
321
Oliver Lagore Vanvalin Investment Group
Michigan
$68.3K
MWC
322
MBM Wealth Consultants
Missouri
$57K
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$55K -$19.9K -294 -27%
PI
324
PineBridge Investments
New York
$54.7K
AA
325
Addison Advisors
Vermont
$54.6K