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Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
351
Encompass More Asset Management
California
$921K +$49.7K +319 +6%
LSA
352
Leonteq Securities AG
Switzerland
$919K +$113K +725 +15%
CWM
353
CIBC World Markets
New York
$903K -$55.9K -359 -6%
EP
354
Essential Partners
California
$900K +$830K +5,329 New
IWC
355
Integrated Wealth Concepts
Massachusetts
$885K +$573K +3,676 +236%
AFM
356
Abbot Financial Management
Massachusetts
$878K +$330K +2,120 +69%
PNC Financial Services Group
357
PNC Financial Services Group
Pennsylvania
$850K +$129K +827 +20%
Jones Financial Companies
358
Jones Financial Companies
Missouri
$838K +$34.1K +219 +5%
MYIA
359
Mount Yale Investment Advisors
Colorado
$833K -$14.2K -91 -2%
DILIC
360
Dai-ichi Life Insurance Company
Japan
$816K +$753K +4,833 New
LS
361
Livforsakringsbolaget Skandia
Sweden
$791K +$1.11M +7,095 +788%
CB
362
Commerce Bank
Missouri
$790K +$287K +1,843 +65%
PHK
363
Point72 Hong Kong
Hong Kong
$786K +$725K +4,653 New
AWM
364
Axxcess Wealth Management
California
$786K +$238K +1,529 +49%
CRI
365
Colonial River Investments
Virginia
$785K +$263K +1,686 +54%
GAG
366
GM Advisory Group
New York
$762K +$703K +4,510 New
Brown Advisory
367
Brown Advisory
Maryland
$760K -$28.2K -181 -4%
SG Americas Securities
368
SG Americas Securities
New York
$752K -$61.3M -393,472 -99%
BPA
369
Beacon Pointe Advisors
California
$751K -$39K -250 -5%
XT
370
XTX Topco
Cayman Islands
$745K -$5.37M -34,439 -89%
MMEA
371
Main Management ETF Advisors
California
$743K +$11.2K +72 +2%
Jacobs Levy Equity Management
372
Jacobs Levy Equity Management
New Jersey
$732K -$8.08M -51,830 -92%
WBC
373
Westpac Banking Corp
Australia
$710K +$655K +4,200 New
RIA
374
Regal Investment Advisors
Michigan
$708K +$14.3K +92 +2%
VEA
375
Virtus ETF Advisers
New York
$703K