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Name Holding Trade Value Shares
Change
Change in
Stake
CL
476
Choreo LLC
Illinois
$361K -$40K -2,410 -10%
AIP
477
Ameritas Investment Partners
Nebraska
$359K -$12.5K -751 -3%
CPA
478
Capital Performance Advisors
California
$357K +$127K +7,633 +58%
KPWS
479
Kestra Private Wealth Services
Texas
$353K +$45.5K +2,745 +15%
EFG
480
Ethos Financial Group
Pennsylvania
$348K +$336K +20,261 New
WAM
481
Weiss Asset Management
Massachusetts
$341K -$1.79M -107,661 -84%
NWMG
482
National Wealth Management Group
Ohio
$339K +$327K +19,745 New
BCI
483
Brinker Capital Investments
Pennsylvania
$337K +$51.6K +3,113 +19%
OPS
484
Orion Portfolio Solutions
Nebraska
$337K +$51.6K +3,113 +19%
STA
485
Summit Trail Advisors
New York
$336K +$104K +6,278 +47%
Jones Financial Companies
486
Jones Financial Companies
Missouri
$330K -$143K -8,624 -31%
QCG
487
Quadrant Capital Group
Ohio
$329K +$213K +12,859 +204%
GWM
488
GK Wealth Management
Nevada
$327K +$31.4K +1,895 +11%
LSA
489
Leonteq Securities AG
Switzerland
$324K +$153K +9,241 +95%
PCIG
490
Partners Capital Investment Group
Massachusetts
$323K +$312K +18,801 New
Capital World Investors
491
Capital World Investors
California
$323K
GT
492
Greenleaf Trust
Michigan
$318K +$49.2K +2,964 +19%
MPM
493
MBB Public Markets
Illinois
$318K +$307K +18,497 New
PPW
494
Parcion Private Wealth
Washington
$315K +$304K +18,338 New
PAG
495
Private Advisor Group
New Jersey
$315K -$8.46K -510 -3%
Envestnet Portfolio Solutions
496
Envestnet Portfolio Solutions
Illinois
$314K -$686K -41,349 -69%
BS
497
Banco Santander
Spain
$310K +$25.2K +1,520 +9%
KRW
498
Kaufman Rossin Wealth
Florida
$308K +$297K +17,909 New
CAAS
499
Capital Asset Advisory Services
Michigan
$307K -$531 -32 -0.2%
CAG
500
Crestwood Advisors Group
Massachusetts
$307K +$6.09K +367 +2%