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Name Holding Trade Value Shares
Change
Change in
Stake
OL
501
Optas LLC
Texas
$950K +$418K +1,658 +86%
CWM
502
Calamos Wealth Management
Illinois
$946K – – –
Calamos Advisors
503
Calamos Advisors
Illinois
$946K +$898K +3,563 New
VC
504
Veracity Capital
Georgia
$939K -$50.4K -200 -5%
BWM
505
Baron Wealth Management
Michigan
$938K -$5.29K -21 -0.6%
CA
506
Commerzbank Aktiengesellschaft
Germany
$931K +$883K +3,506 New
FFA
507
Farther Finance Advisors
California
$930K +$39.8K +158 +5%
EI
508
EFG International
$926K +$55.4K +220 +7%
GCM
509
Greenland Capital Management
New York
$918K +$870K +3,455 New
VAS
510
Vestmark Advisory Solutions
Massachusetts
$916K +$262K +1,039 +43%
AWM
511
Avior Wealth Management
Nebraska
$905K -$35.3K -140 -4%
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$898K -$8.31K -33 -1%
Janney Montgomery Scott
513
Janney Montgomery Scott
Pennsylvania
$886K -$408K -1,620 -33%
EW
514
Elyxium Wealth
California
$884K +$252 +1 +0%
RCA
515
Resonant Capital Advisors
Wisconsin
$880K +$28.5K +113 +4%
CL
516
Choreo LLC
Illinois
$875K -$193K -768 -19%
CW
517
CreativeOne Wealth
Kansas
$872K -$42.3K -168 -5%
JGC
518
J. Goldman & Co
New York
$863K +$818K +3,249 New
Wealthfront Advisers
519
Wealthfront Advisers
California
$858K +$83.4K +331 +11%
CI
520
Corient IA
Florida
$855K -$196K -780 -20%
AC
521
AlphaCore Capital
California
$843K -$114K -452 -12%
QC
522
Quent Capital
New York
$841K +$24.9K +99 +3%
HP
523
Hilltop Partners
Indiana
$841K +$12.6K +50 +2%
AIP
524
Ameritas Investment Partners
Nebraska
$840K -$7.81K -31 -1%
ETC
525
Exchange Traded Concepts
Oklahoma
$820K +$119K +472 +18%