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Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
176
SEI Investments
Pennsylvania
$382K -$413K -12,733 -42%
YC
177
Yarbrough Capital
Tennessee
$369K +$541K +16,701 New
SFG
178
Sovereign Financial Group
Connecticut
$363K -$583K -18,001 -52%
LCS
179
Levin Capital Strategies
New York
$359K -$648K -19,986 -55%
Principal Financial Group
180
Principal Financial Group
Iowa
$358K -$31.6K -974 -6%
Hudson Bay Capital Management
181
Hudson Bay Capital Management
Connecticut
$351K +$515K +15,904 New
DAM
182
Draper Asset Management
New York
$351K -$2.5K -77 -0.5%
X
183
Xponance
Pennsylvania
$347K +$30.3K +935 +6%
Twin Tree Management
184
Twin Tree Management
Texas
$345K -$3.05M -94,126 -86%
Prudential Financial
185
Prudential Financial
New Jersey
$340K +$21.7K +670 +5%
IAA
186
Independent Advisor Alliance
North Carolina
$330K +$53.4K +1,647 +12%
SCA
187
Snowden Capital Advisors
New York
$328K +$481K +14,851 New
HH
188
Hilltop Holdings
Texas
$323K +$180K +5,553 +61%
EFS
189
Essex Financial Services
Connecticut
$322K -$133K -4,108 -22%
DWP
190
Daymark Wealth Partners
Ohio
$322K +$48.6K +1,501 +11%
NA
191
NewEdge Advisors
Louisiana
$310K -$122K -3,774 -21%
VWA
192
Visionary Wealth Advisors
Illinois
$309K +$14.2K +438 +3%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$305K +$177K +5,458 +65%
WAM
194
Wolverine Asset Management
Illinois
$298K +$341K +10,522 +352%
AWS
195
Atria Wealth Solutions
New York
$284K +$417K +12,856 New
SG Americas Securities
196
SG Americas Securities
New York
$283K +$156K +4,818 +60%
Lazard Asset Management
197
Lazard Asset Management
New York
$278K +$175K +5,402 +74%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$278K +$39.9K +1,231 +11%
CL
199
Choreo LLC
Illinois
$270K +$47.4K +1,464 +14%
BP
200
BBR Partners
New York
$264K