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Name Holding Trade Value Shares
Change
Change in
Stake
NW
326
NewEdge Wealth
Pennsylvania
$401K +$93.5K +649 +32%
UCFA
327
United Capital Financial Advisors
Texas
$400K -$83.5K -580 -18%
TCM
328
Teza Capital Management
Illinois
$399K +$380K +2,639 New
Lido Advisors
329
Lido Advisors
California
$397K +$377K +2,621 New
I
330
InceptionR
California
$391K +$373K +2,587 New
TRCT
331
Tower Research Capital (TRC)
New York
$387K -$801K -5,563 -68%
EPW
332
Evolve Private Wealth
California
$383K -$81.4K -565 -18%
BP
333
Ballentine Partners
Massachusetts
$380K -$13.7K -95 -4%
OIA
334
OneDigital Investment Advisors
Kansas
$380K +$1.58K +11 +0.4%
GCM
335
Greenland Capital Management
New York
$380K
AF
336
Atala Financial
California
$380K
BWM
337
Briggs Wealth Management
Connecticut
$373K
MMPW
338
Mitchell McLeod Pugh & Williams
Alabama
$369K
VAS
339
Vestmark Advisory Solutions
Massachusetts
$368K +$83.8K +582 +32%
MCWS
340
McKinley Carter Wealth Services
West Virginia
$363K +$144 +1 +0%
SWGC
341
Summit Wealth Group (Colorado)
Colorado
$362K +$49K +340 +17%
PWP
342
Phillips Wealth Planners
Mississippi
$355K -$39.6K -275 -11%
HR
343
Howe & Rusling
New York
$355K -$84.5K -587 -20%
NL
344
NVWM LLC
Pennsylvania
$350K
CAM
345
Cresset Asset Management
Illinois
$347K +$4.03K +28 +1%
GSCM
346
Greenfield Seitz Capital Management
Texas
$345K
FMTC
347
Farmers & Merchants Trust Company
California
$338K
MAS
348
Meeder Advisory Services
Ohio
$338K +$432 +3 +0.1%
NLWP
349
Next Level Wealth Planning
Idaho
$337K
CFO
350
Callan Family Office
Pennsylvania
$336K +$13.2K +92 +4%