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Name Holding Trade Value Shares
Change
Change in
Stake
ORI
526
Oak Ridge Investments
Illinois
$702K -$39.7K -77 -6%
A
527
AlphaQuest
New York
$693K +$633K +1,226 New
SCA
528
Snowden Capital Advisors
New York
$687K -$9.29K -18 -1%
QPBE
529
Quintet Private Bank (Europe)
Luxembourg
$684K -$516 -1 -0.1%
EI
530
Ellevest Inc
New York
$684K -$17K -33 -3%
PI
531
PEAK6 Investments
Illinois
$682K +$622K +1,204 +60,200%
SW
532
SteelPeak Wealth
California
$679K +$206K +400 +50%
WPC
533
Wedmont Private Capital
Pennsylvania
$676K +$38.7K +75 +6%
HCA
534
Harbor Capital Advisors
Illinois
$675K +$13.9K +27 +2%
WC
535
Waterloo Capital
Texas
$670K +$611K +1,184 New
LGA
536
Lebenthal Global Advisors
New York
$667K +$609K +1,180 New
S
537
SignatureFD
Georgia
$660K +$6.19K +12 +1%
IFWM
538
Institute for Wealth Management
Colorado
$655K -$4.65K -9 -0.8%
WWP
539
WR Wealth Planners
Missouri
$651K +$69.2K +134 +13%
AIM
540
Anchor Investment Management
South Carolina
$634K +$505K +979 +689%
FTDI
541
First Trust Direct Indexing
Massachusetts
$626K +$126K +244 +28%
RC
542
Roundview Capital
New Jersey
$625K
CWM
543
Connecticut Wealth Management
Connecticut
$623K +$213K +412 +60%
CC
544
Centiva Capital
New York
$612K -$10.3K -20 -2%
EA
545
Emerald Advisers
Pennsylvania
$612K -$3.1K -6 -0.6%
SLG
546
Stanley-Laman Group
Pennsylvania
$605K
Capstone Investment Advisors
547
Capstone Investment Advisors
New York
$603K -$265K -514 -33%
PAG
548
Private Advisor Group
New Jersey
$603K +$75.9K +147 +16%
EWM
549
Evercore Wealth Management
New York
$598K -$2.58K -5 -0.5%
PA
550
Profund Advisors
Maryland
$598K +$79K +153 +17%