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Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Shay Capital
New York
$346K -$86.5K -4,000 -21%
CM
202
Caption Management
Oklahoma
$343K -$741K -34,227 -70%
GCP
203
GSA Capital Partners
United Kingdom
$340K +$319K +14,740 New
Vanguard Personalized Indexing Management
204
Vanguard Personalized Indexing Management
California
$321K -$236K -10,909 -44%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$316K -$32.2K -1,488 -10%
Creative Planning
206
Creative Planning
Kansas
$308K +$289K +13,365 New
SPC
207
Sigma Planning Corp
Michigan
$307K +$288K +13,312 New
Lido Advisors
208
Lido Advisors
California
$304K +$286K +13,197 New
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$302K +$11.3K +520 +4%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$299K -$76.8K -3,548 -21%
HT
211
HAP Trading
New York
$271K -$236K -10,898 -48%
PWM
212
Perigon Wealth Management
California
$271K +$47.6K +2,201 +23%
SDIC
213
South Dakota Investment Council
South Dakota
$265K
MCC
214
Money Concepts Capital
Florida
$254K +$12.3K +568 +5%
C
215
Covestor
United Kingdom
$253K -$17.8K -823 -7%
PWP
216
Principle Wealth Partners
Connecticut
$248K
BC
217
Bridgefront Capital
Texas
$246K +$231K +10,683 New
CMF
218
Counterpoint Mutual Funds
California
$243K +$228K +10,527 New
CGH
219
Crossmark Global Holdings
Texas
$241K -$14.1K -651 -7%
AWM
220
Accurate Wealth Management
Florida
$238K +$208K +9,636 New
TCBWMS
221
Texas Capital Bank Wealth Management Services
Texas
$231K +$216K +10,000 New
SAM
222
Securian Asset Management
Minnesota
$227K -$4.26K -197 -2%
PFO
223
Pathstone Family Office
New Jersey
$221K -$40K -1,847 -16%
OPWM
224
Oxinas Partners Wealth Management
Indiana
$219K +$206K +9,500 New
CANY
225
Caxton Associates (New York)
New York
$209K -$192K -8,854 -49%