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Name Holding Trade Value Shares
Change
Change in
Stake
EI
176
Ellevest Inc
New York
$644K -$70.9K -4,474 -11%
SC
177
Savant Capital
Illinois
$643K +$102K +6,429 +21%
PWG
178
Portside Wealth Group
Utah
$625K +$71.2K +4,489 +14%
IWC
179
Integrated Wealth Concepts
Massachusetts
$625K +$22.1K +1,395 +4%
QWM
180
QP Wealth Management
New Jersey
$600K +$543K +34,274 New
LA
181
LVW Advisors
New York
$577K -$23.4K -1,476 -4%
CP
182
Covenant Partners
Tennessee
$563K
Marshall Wace
183
Marshall Wace
United Kingdom
$561K +$508K +32,063 New
MFG
184
Merit Financial Group
Georgia
$559K +$6.04K +381 +1%
WA
185
Wealth Alliance
New York
$551K -$571 -36 -0.1%
OMC
186
Old Mission Capital
Illinois
$537K +$486K +30,670 New
FFA
187
Farther Finance Advisors
California
$535K +$314K +19,778 +183%
New York State Common Retirement Fund
188
New York State Common Retirement Fund
New York
$535K
OCA
189
OpenArc Corporate Advisory
Georgia
$533K +$483K +30,469 New
Franklin Resources
190
Franklin Resources
California
$533K +$1.27K +80 +0.3%
UBS AM
191
UBS AM
Illinois
$531K -$18.2M -1,146,325 -97%
WA
192
Waverly Advisors
Alabama
$528K +$262K +16,514 +121%
CIA
193
Concurrent Investment Advisors
Florida
$513K +$269K +16,957 +137%
KAS
194
Kestra Advisory Services
Texas
$502K -$36.3K -2,287 -7%
SWP
195
Sagespring Wealth Partners
Tennessee
$499K +$41.3K +2,604 +10%
GM
196
GeoWealth Management
Illinois
$493K +$111K +7,015 +33%
HWM
197
HB Wealth Management
Georgia
$487K +$23.6K +1,491 +6%
GWMR
198
GC Wealth Management RIA
Massachusetts
$460K +$91.1K +5,746 +28%
VCM
199
Versant Capital Management
Arizona
$448K +$35.9K +2,264 +10%
SCM
200
Sterling Capital Management
North Carolina
$414K +$713 +45 +0.2%