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Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
Simplicity Wealth
New Jersey
$240K +$241K +7,825 New
DFCM
527
Dark Forest Capital Management
Puerto Rico
$240K +$241K +7,824 New
UFF
528
USA Financial Formulas
Michigan
$236K -$89.9K -2,919 -27%
KeyBank National Association
529
KeyBank National Association
Ohio
$234K -$4.03M -130,817 -94%
S
530
SignatureFD
Georgia
$232K -$21.2K -690 -8%
OTL
531
Oak Thistle LLC
New York
$231K -$98.6K -3,204 -30%
SI
532
Stephens Inc
Arkansas
$224K +$225K +7,317 New
SDIC
533
South Dakota Investment Council
South Dakota
$224K
BCM
534
Bayesian Capital Management
New York
$224K +$225K +7,300 New
PCS
535
Personal CFO Solutions
New Jersey
$223K +$224K +7,261 New
DAS
536
Dynamic Advisor Solutions
Arizona
$222K -$3.02K -98 -1%
BRWA
537
B. Riley Wealth Advisors
Florida
$221K +$214K +6,939 New
Northwestern Mutual Wealth Management
538
Northwestern Mutual Wealth Management
Wisconsin
$220K -$6.31K -205 -3%
KIA
539
Knollwood Investment Advisory
Maryland
$218K
WA
540
Wealth Alliance
New York
$216K -$99.5K -3,233 -31%
HCM
541
Highlander Capital Management
New Jersey
$215K
PMAM
542
Penn Mutual Asset Management
Pennsylvania
$215K +$216K +7,000 New
CI
543
CX Institutional
Indiana
$212K -$10.6K -343 -5%
KPWS
544
Kestra Private Wealth Services
Texas
$212K +$213K +6,917 New
TC
545
TownSquare Capital
Utah
$211K +$26.8K +870 +14%
LA
546
Latitude Advisors
Florida
$210K +$25.8K +839 +14%
CFB
547
Cullen/Frost Bankers
Texas
$210K -$254K -8,240 -55%
LSAG
548
Lake Street Advisors Group
New Hampshire
$209K -$78.1K -2,537 -27%
BEI
549
Benjamin Edwards Inc
Missouri
$208K +$90.7K +2,947 +77%
SC
550
Savant Capital
Illinois
$206K +$207K +6,728 New