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Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
176
Rafferty Asset Management
New York
$195K -$14.5K -2,330 -8%
ICG
177
InterOcean Capital Group
Tennessee
$193K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$193K +$6K +967 +4%
AWS
179
Atria Wealth Solutions
New York
$190K +$69.5K +11,200 +78%
MC
180
Moors & Cabot
Massachusetts
$188K +$45K +7,250 +40%
QCG
181
Quadrant Capital Group
Ohio
$187K – – –
ASN
182
Advisory Services Network
Georgia
$180K -$188K -30,300 -56%
CGH
183
Crossmark Global Holdings
Texas
$178K +$10.3K +1,664 +7%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$172K +$10.6K +1,706 +8%
IAIM
185
International Assets Investment Management
Florida
$172K -$9.62K -1,550 -6%
ASRS
186
Arizona State Retirement System
Arizona
$170K -$2.43K -391 -2%
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$164K +$137K +22,100 New
SFA
188
Sequoia Financial Advisors
Ohio
$163K +$26.5K +4,275 +24%
IC
189
IEQ Capital
California
$162K +$136K +21,871 New
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$156K – – –
X
191
Xponance
Pennsylvania
$152K +$93 +15 +0.1%
GS
192
GTS Securities
Florida
$152K -$1.77M -284,923 -93%
DBIA
193
Dumont & Blake Investment Advisors
New Jersey
$148K – – –
CPA
194
Capital Performance Advisors
California
$139K +$37 +6 +0%
LSA
195
Leonteq Securities AG
Switzerland
$139K -$255K -41,023 -69%
PWPS
196
Pinnacle Wealth Planning Services
Ohio
$138K +$3.79K +610 +3%
IWC
197
Integrated Wealth Concepts
Massachusetts
$136K +$22.1K +3,561 +24%
EWM
198
Empirical Wealth Management
Washington
$136K – – –
HighTower Advisors
199
HighTower Advisors
Illinois
$134K -$34K -5,478 -23%
PA
200
Profund Advisors
Maryland
$134K -$30K -4,833 -21%