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Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$436K -$15.8K -282 -3%
AGM
202
Alpine Global Management
New York
$432K +$470K +8,376 New
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$425K +$463K +8,250 New
PCM
204
Prelude Capital Management
New York
$420K +$144K +2,563 +46%
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$420K -$40K -713 -8%
MHC
206
Meyer Handelman Company
New York
$404K -$1.97K -35 -0.4%
PCA
207
Pallas Capital Advisors
Massachusetts
$390K -$14.4K -257 -3%
SFA
208
Sequoia Financial Advisors
Ohio
$381K +$159K +2,835 +62%
VF
209
Virtu Financial
New York
$375K +$409K +7,283 New
CL
210
Choreo LLC
Illinois
$372K +$405K +7,213 New
IWC
211
Integrated Wealth Concepts
Massachusetts
$368K -$102K -1,816 -20%
SC
212
SummitTX Capital
Texas
$365K +$398K +7,080 New
FPAS
213
Focus Partners Advisor Solutions
Missouri
$359K +$107K +1,906 +32%
X
214
Xponance
Pennsylvania
$357K +$5.56K +99 +1%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$353K
HCPC
216
Hamilton Capital Partners (Canada)
$343K -$207K -3,689 -36%
FFA
217
Founders Financial Alliance
North Carolina
$341K +$2.19K +39 +0.6%
EWA
218
Exit Wealth Advisors
Georgia
$337K +$367K +6,542 New
FC
219
FORA Capital
Florida
$337K +$367K +6,541 New
Deutsche Bank
220
Deutsche Bank
Germany
$326K +$33.2K +591 +10%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$325K +$61.8K +1,101 +21%
AIM
222
Athena Investment Management
California
$325K
IPW
223
Impact Partnership Wealth
Georgia
$308K +$112K +1,986 +50%
M&T Bank
224
M&T Bank
New York
$307K +$61.1K +1,088 +22%
SA
225
Sanctuary Advisors
Indiana
$302K +$330K +5,867 New