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Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364K +$38.1K +295 +8%
AB
152
Amalgamated Bank
New York
$360K +$499K +3,865 New
CFO
153
Colony Family Offices
North Carolina
$353K +$489K +3,789 New
APP
154
Avantax Planning Partners
Iowa
$348K +$232K +1,798 +93%
AWM
155
AE Wealth Management
Kansas
$348K +$483K +3,742 New
SAM
156
Simplify Asset Management
Nevada
$332K +$85.6K +663 +23%
Walleye Trading
157
Walleye Trading
New York
$321K +$445K +3,443 New
MML Investors Services
158
MML Investors Services
Massachusetts
$318K +$441K +3,418 New
VCA
159
Verdence Capital Advisors
Maryland
$315K -$261K -2,020 -37%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$313K +$20.1K +156 +5%
Vontobel Holding
161
Vontobel Holding
Switzerland
$312K -$12.9K -100 -3%
HIIFS
162
Harel Insurance Investments & Financial Services
Israel
$311K -$1.76M -13,625 -93%
VFA
163
Valeo Financial Advisors
Indiana
$300K +$226K +1,752 +120%
IAA
164
Independent Advisor Alliance
North Carolina
$290K +$402K +3,110 New
JAM
165
Jupiter Asset Management
United Kingdom
$283K -$186K -1,439 -32%
C
166
Certuity
Florida
$283K +$393K +3,040 New
MIH
167
Meitav Investment House
Israel
$279K
SPIA
168
Steward Partners Investment Advisory
New York
$277K +$197K +1,527 +105%
G
169
Gainplan
Michigan
$274K +$387K +3,000 New
JCM
170
Jag Capital Management
Missouri
$270K -$123K -956 -25%
IAIM
171
International Assets Investment Management
Florida
$268K +$333K +2,578 +1,121%
XT
172
XTX Topco
Cayman Islands
$268K +$372K +2,881 New
KA
173
Kovack Advisors
Florida
$264K +$25.4K +197 +7%
LSA
174
Leonteq Securities AG
Switzerland
$251K -$97.3K -753 -22%
UR
175
USCA RIA
Texas
$247K -$536K -4,150 -61%