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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
251
Level Four Advisory Services
Texas
$258K +$217K +2,595 New
YIH
252
Y-Intercept (HK)
Hong Kong
$256K +$217K +2,592 New
MWM
253
Merriman Wealth Management
Washington
$249K +$209K +2,500 New
TRCT
254
Tower Research Capital (TRC)
New York
$239K +$86.7K +1,038 +76%
BFM
255
Boston Financial Management
Massachusetts
$234K +$196K +2,349 New
BAM
256
Blueshift Asset Management
New Jersey
$231K +$194K +2,321 New
MGWM
257
Marks Group Wealth Management
Minnesota
$230K -$54.6K -653 -22%
SGAM
258
Smith Group Asset Management
Texas
$216K – – –
X
259
Xponance
Pennsylvania
$213K +$179K +2,144 New
Walleye Capital
260
Walleye Capital
New York
$211K +$177K +2,118 New
AC
261
Allstate Corporation
Illinois
$209K +$176K +2,101 New
Bank Julius Baer & Co
262
Bank Julius Baer & Co
Switzerland
$203K +$170K +2,040 New
APP
263
Alpha Paradigm Partners
Illinois
$158K +$133K +1,586 New
HIA
264
Harbor Investment Advisory
Maryland
$143K +$34.2K +409 +40%
Pacer Advisors
265
Pacer Advisors
Pennsylvania
$136K -$101K -1,204 -47%
Group One Trading
266
Group One Trading
Illinois
$122K +$103K +1,229 New
FC
267
FORA Capital
Florida
$118K -$91.1K -1,090 -48%
SN
268
Sittner & Nelson
Oregon
$100K +$83.5K +1,000 New
AF
269
Advisornet Financial
Minnesota
$91K – – –
PWPS
270
Pinnacle Wealth Planning Services
Ohio
$87K +$73K +874 New
HWA
271
Heritage Wealth Advisors
Virginia
$85K +$11.3K +135 +19%
TCWA
272
Ten Capital Wealth Advisors
Washington
$67K +$56K +670 New
FCA
273
FinTrust Capital Advisors
South Carolina
$59K +$585 +7 +1%
JIR
274
James Investment Research
Ohio
$50K +$41.9K +501 New
LSA
275
Leonteq Securities AG
Switzerland
$49.8K +$41.8K +500 New