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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Pallas Capital Advisors
Massachusetts
$945K -$591K -1,054 -39%
JF
552
Jump Financial
Illinois
$938K +$491K +876 +115%
KAS
553
Kestra Advisory Services
Texas
$928K -$79.6K -142 -8%
TCA
554
Transcend Capital Advisors
New Jersey
$924K -$232K -414 -20%
OWM
555
Opes Wealth Management
California
$918K – – –
BMC
556
Benin Management Corp
Connecticut
$917K – – –
JRPIM
557
Journey Retirement Planning & Investment Management
Idaho
$909K +$888K +1,584 New
HWM
558
Hohimer Wealth Management
Washington
$908K -$55.5K -99 -6%
DIM
559
Delta Investment Management
California
$907K +$37K +66 +4%
BC
560
Bridgefront Capital
Texas
$897K +$877K +1,564 New
SLT
561
St Louis Trust
Missouri
$897K +$877K +1,564 New
Luther King Capital Management (LKCM)
562
Luther King Capital Management (LKCM)
Texas
$892K -$8.41K -15 -1%
PAS
563
Park Avenue Securities
New York
$891K -$93.1K -166 -10%
FPAS
564
Focus Partners Advisor Solutions
Missouri
$889K -$450K -802 -34%
KIM
565
Kestra Investment Management
Texas
$883K +$61.7K +110 +8%
BHCM
566
Brevan Howard Capital Management
Jersey
$874K -$816K -1,455 -49%
IP
567
Intellectus Partners
California
$870K -$16.3K -29 -2%
AA
568
Advisory Advocates
Michigan
$870K +$850K +1,516 New
CCM
569
Coldstream Capital Management
Washington
$863K -$27.5K -49 -3%
Jacobs Levy Equity Management
570
Jacobs Levy Equity Management
New Jersey
$857K -$1.79M -3,183 -68%
CIA
571
Concurrent Investment Advisors
Florida
$849K +$579K +1,032 +230%
SWA
572
SFMG Wealth Advisors
Texas
$845K +$195K +348 +31%
CGH
573
Crossmark Global Holdings
Texas
$845K +$232K +413 +39%
WG
574
Wellington Group
Indiana
$841K +$822K +1,465 New
CFG
575
Citizens Financial Group
Rhode Island
$838K -$131K -233 -14%