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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$237K -$19.2K -88 -6%
MM
352
MQS Management
New York
$234K -$230K -1,056 -45%
EI
353
Ethic Inc
New York
$234K -$77K -354 -22%
FTDI
354
First Trust Direct Indexing
Massachusetts
$231K -$2.18K -10 -0.8%
OPS
355
Orion Portfolio Solutions
Nebraska
$231K +$2.39K +11 +0.9%
CQS
356
Credential Qtrade Securities
$227K +$64.4K +296 +32%
PA
357
Parallel Advisors
California
$226K -$22.9K -105 -8%
PWPS
358
Pinnacle Wealth Planning Services
Ohio
$226K +$2.39K +11 +0.9%
V
359
Veritable
Delaware
$224K -$2.83K -13 -1%
API
360
Advisor Partners II
California
$224K +$265K +1,218 New
WT
361
Whittier Trust
California
$223K
AO
362
Advisor OS
Illinois
$222K
1WM
363
1900 Wealth Management
Texas
$220K
HH
364
Hilltop Holdings
Texas
$220K +$52.2K +240 +25%
Vanguard Personalized Indexing Management
365
Vanguard Personalized Indexing Management
California
$216K +$39.6K +182 +18%
BFM
366
Boothbay Fund Management
New York
$212K -$1.48M -6,784 -85%
PIM
367
Penobscot Investment Management
Massachusetts
$211K
WKSWA
368
White Knight Strategic Wealth Advisors
New Jersey
$208K
WJWM
369
Williams Jones Wealth Management
New York
$207K
RCA
370
Resonant Capital Advisors
Wisconsin
$205K
Treasurer of the State of North Carolina
371
Treasurer of the State of North Carolina
North Carolina
$204K +$2.18K +10 +0.9%
KWM
372
Kingsview Wealth Management
Oregon
$203K -$31.8K -146 -12%
KWM
373
Kolinsky Wealth Management
New Jersey
$200K -$15.5K -71 -6%
BBW
374
Blue Barn Wealth
Utah
$200K +$5.44K +25 +2%
IA
375
IFP Advisors
Florida
$188K +$6.96K +32 +3%