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Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
201
Matrix Private Capital Group
New York
$166K – – –
American Century Companies
202
American Century Companies
Missouri
$163K +$69.7K +3,400 +32%
Nuveen
203
Nuveen
North Carolina
$156K -$255K -12,439 -48%
BWP
204
Baldwin Wealth Partners
Massachusetts
$154K – – –
IC
205
Inscription Capital
Texas
$147K -$179K -8,752 -41%
Pacer Advisors
206
Pacer Advisors
Pennsylvania
$147K +$42.9K +2,096 +25%
WEC
207
Winslow Evans & Crocker
Massachusetts
$146K – – –
BF
208
BOK Financial
Oklahoma
$144K -$49.1K -2,398 -16%
SFS
209
Sowell Financial Services
Arkansas
$144K +$224K +10,911 +741%
WA
210
Wambolt & Associates
Colorado
$143K -$8.3K -405 -3%
IC
211
IEQ Capital
California
$141K -$78K -3,807 -24%
AIP
212
Ameritas Investment Partners
Nebraska
$138K +$245K +11,942 New
OC
213
Oppenheimer & Co
New York
$132K -$139K -6,804 -38%
MMG
214
Monetary Management Group
Missouri
$132K -$24.6K -1,200 -10%
FA
215
FDx Advisors
Illinois
$132K -$9.61K -469 -4%
SB
216
Simmons Bank
Arkansas
$128K – – –
SIM
217
Sonora Investment Management
Arizona
$127K +$58.3K +2,843 +35%
SF
218
Summit Financial
New Jersey
$126K -$111K -5,427 -33%
IAA
219
Independent Advisor Alliance
North Carolina
$124K +$41.8K +2,038 +23%
CCA
220
Catalyst Capital Advisors
New York
$124K +$184K +9,000 +531%
RSWM
221
Robertson Stephens Wealth Management
California
$122K +$42.4K +2,070 +25%
IWP
222
Icon Wealth Partners
Texas
$119K +$11.7K +570 +6%
VFA
223
Voya Financial Advisors
Connecticut
$117K -$24.1K -1,177 -9%
Fiera Capital (Canada)
224
Fiera Capital (Canada)
Quebec, Canada
$117K – – –
KPW
225
Kore Private Wealth
New York
$110K -$3.63M -177,045 -95%