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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
251
Bedel Financial Consulting
Indiana
$241K
PA
252
Pinnacle Associates
New York
$238K
MPPW
253
Mitchell & Pahl Private Wealth
Oklahoma
$230K +$216K +5,225 New
HFP
254
Holistic Financial Partners
Indiana
$229K +$215K +5,204 New
WCM
255
Washington Capital Management
Washington
$226K +$212K +5,144 New
CSS
256
Cubist Systematic Strategies
Connecticut
$225K -$1.43M -34,524 -87%
FSA
257
Franklin Street Advisors
North Carolina
$219K +$206K +4,984 New
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$212K -$12.8K -311 -6%
ICP
259
Interchange Capital Partners
Pennsylvania
$211K +$199K +4,818 New
LSAG
260
Lake Street Advisors Group
New Hampshire
$210K -$57.1K -1,382 -22%
QCG
261
Quadrant Capital Group
Ohio
$210K +$36K +873 +22%
FNWM
262
Financial Network Wealth Management
Utah
$210K +$197K +4,779 New
PCS
263
Personal CFO Solutions
New Jersey
$207K +$194K +4,707 New
FRM
264
Fox Run Management
Connecticut
$207K +$195K +4,719 New
EI
265
Ellevest Inc
New York
$206K +$42.7K +1,035 +28%
DWT
266
Dorsey & Whitney Trust
South Dakota
$206K +$194K +4,702 New
QI
267
Qtron Investments
Massachusetts
$204K +$191K +4,636 New
PWAC
268
Private Wealth Advisors (California)
California
$204K +$192K +4,656 New
APA
269
American Portfolios Advisors
New York
$187K +$991 +24 +0.6%
TAIM
270
TD Ameritrade Investment Management
Nebraska
$180K +$1.16K +28 +0.7%
Toronto Dominion Bank
271
Toronto Dominion Bank
Ontario, Canada
$171K -$304K -7,371 -65%
PFO
272
Pathstone Family Office
New Jersey
$169K +$159K +3,850 New
BWP
273
Baldwin Wealth Partners
Massachusetts
$167K
RFWA
274
RPg Family Wealth Advisory
Massachusetts
$164K
CAL
275
Capital Analysts LLC
Pennsylvania
$159K +$3.76K +91 +3%