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Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$214K +$37K +2,779 +25%
VA
202
Vident Advisory
Georgia
$207K -$92.8K -6,960 -34%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$202K -$119K -8,955 -41%
OC
204
Oppenheimer & Co
New York
$202K +$175K +13,112 New
SFA
205
Sequoia Financial Advisors
Ohio
$201K +$36.9K +2,766 +27%
CAM
206
Cidel Asset Management
Ontario, Canada
$195K
Vanguard Personalized Indexing Management
207
Vanguard Personalized Indexing Management
California
$194K -$2.56K -192 -1%
V
208
ViaWealth
Kansas
$193K -$5.46K -410 -3%
MOACM
209
Mutual of America Capital Management
New York
$193K -$23.3K -1,750 -12%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$190K
AWA
211
Arkadios Wealth Advisors
Georgia
$184K +$160K +11,977 New
Nomura Asset Management
212
Nomura Asset Management
Japan
$183K
Corient Private Wealth
213
Corient Private Wealth
Florida
$181K +$4.23K +317 +3%
TRCT
214
Tower Research Capital (TRC)
New York
$180K +$70.7K +5,301 +83%
CBU
215
CIBC Bancorp USA
Illinois
$179K +$155K +11,632 New
AWM
216
Axxcess Wealth Management
California
$173K -$80.1K -6,010 -35%
CRI
217
Colonial River Investments
Virginia
$173K -$80.1K -6,010 -35%
ECM
218
Evergreen Capital Management
Washington
$170K +$2.39K +179 +2%
PA
219
Parallel Advisors
California
$169K -$8.6K -645 -6%
IWM
220
IHT Wealth Management
Illinois
$165K -$16.1K -1,206 -10%
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
$164K -$28.6K -2,145 -17%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$164K
AF
223
Allworth Financial
California
$162K -$1.92K -144 -1%
CG
224
Caprock Group
Idaho
$160K +$142K +10,642 New
CL
225
Choreo LLC
Illinois
$154K -$6K -450 -4%