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Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
201
Credit Agricole
France
$416K +$4.67K +457 +1%
RWMG
202
Redwood Wealth Management Group
New Jersey
$413K +$37.1K +3,628 +10%
PAM
203
Panagora Asset Management
Massachusetts
$405K -$611K -59,724 -61%
IWC
204
Integrated Wealth Concepts
Massachusetts
$401K +$32.1K +3,143 +9%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$392K +$134K +13,071 +54%
WS
206
Wedbush Securities
California
$389K -$21.6K -2,110 -5%
GAA
207
Green Alpha Advisors
Colorado
$389K +$178K +17,389 +89%
IIM
208
INTECH Investment Management
Florida
$381K
SEC
209
Seven Eight Capital
New York
$381K +$370K +36,234 New
AAF
210
Andra AP-fonden
Sweden
$378K -$1.85M -180,600 -83%
HFM
211
Harvest Fund Management
China
$371K +$19.3K +1,891 +6%
GC
212
Guggenheim Capital
Illinois
$361K +$154K +15,084 +78%
CIBC World Market
213
CIBC World Market
Ontario, Canada
$358K +$716 +70 +0.2%
WEG
214
World Equity Group
Illinois
$356K +$346K +33,839 New
IAIM
215
International Assets Investment Management
Florida
$355K +$9.3K +910 +3%
AWS
216
Atria Wealth Solutions
New York
$336K -$1.35K -132 -0.4%
DGAM
217
Desjardins Global Asset Management
Quebec, Canada
$327K
VWA
218
V Wealth Advisors
Kansas
$320K -$5.42K -530 -2%
GCMG
219
Gyroscope Capital Management Group
Florida
$315K
QPBE
220
Quintet Private Bank (Europe)
Luxembourg
$311K +$303K +29,632 New
PFO
221
Pathstone Family Office
New Jersey
$311K +$43.1K +4,214 +17%
Prudential Financial
222
Prudential Financial
New Jersey
$306K
IFG
223
Independent Financial Group
California
$304K +$16.1K +1,575 +6%
Stifel Financial
224
Stifel Financial
Missouri
$302K +$194 +19 +0.1%
ASN
225
Advisory Services Network
Georgia
$302K +$44.3K +4,329 +18%