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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$444K +$171K +7,297 +59%
IP
302
Intellectus Partners
California
$443K -$3.74K -160 -0.8%
MIM
303
MetLife Investment Management
New Jersey
$442K +$1.38K +59 +0.3%
Neuberger Berman Group
304
Neuberger Berman Group
New York
$439K -$18.2K -779 -4%
EH
305
Equitable Holdings
New York
$436K +$450K +19,216 New
Allspring Global Investments
306
Allspring Global Investments
North Carolina
$435K +$401K +17,120 +820%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$427K +$46.4K +1,982 +12%
AWM
308
Axxcess Wealth Management
California
$422K -$164K -7,020 -27%
VF
309
Virtu Financial
New York
$416K -$272K -11,613 -39%
SS
310
Sunbelt Securities
Texas
$412K +$420K +17,942 +7,603%
XT
311
XTX Topco
Cayman Islands
$404K +$417K +17,806 New
PCM
312
Princeton Capital Management
New Jersey
$399K +$42.1K +1,801 +11%
IWC
313
Integrated Wealth Concepts
Massachusetts
$393K +$406K +17,350 New
ICP
314
Interchange Capital Partners
Pennsylvania
$387K -$133K -5,672 -25%
CPC
315
Congress Park Capital
New York
$385K -$23.4K -1,000 -6%
MIH
316
Meitav Investment House
Israel
$383K -$2.34K -100 -0.6%
LBWM
317
Left Brain Wealth Management
Illinois
$380K +$4.68K +200 +1%
PWM
318
Prosperity Wealth Management
California
$377K +$24.6K +1,050 +7%
EOJOAM
319
E. Ohman J:or Asset Management
Sweden
$376K
TCM
320
Teza Capital Management
Illinois
$371K -$1.12M -47,770 -74%
DIM
321
DC Investments Management
Virginia
$368K
MFG
322
Merit Financial Group
Georgia
$368K +$442K +18,897 New
BCV
323
Banque Cantonale Vaudoise
Switzerland
$361K
CWM
324
CIBC World Markets
New York
$359K +$118K +5,047 +47%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$356K +$191K +8,152 +108%