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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
251
Wealthspire Advisors (New York)
New York
$254K +$249K +5,492 New
UBS AM
252
UBS AM
Illinois
$254K
MPPW
253
Mitchell & Pahl Private Wealth
Oklahoma
$249K +$7.31K +161 +3%
CT
254
Cambridge Trust
Massachusetts
$248K -$30.1K -663 -11%
HFP
255
Holistic Financial Partners
Indiana
$241K
WCM
256
Washington Capital Management
Washington
$238K
CI Investments Inc
257
CI Investments Inc
Ontario, Canada
$238K +$14.1K +311 +6%
TC
258
TownSquare Capital
Utah
$232K +$228K +5,015 New
FSA
259
Franklin Street Advisors
North Carolina
$231K
LSAG
260
Lake Street Advisors Group
New Hampshire
$225K +$4.36K +96 +2%
EI
261
Ellevest Inc
New York
$224K +$7.76K +171 +4%
XT
262
XTX Topco
Cayman Islands
$224K +$220K +4,847 New
SW
263
SVB Wealth
Massachusetts
$223K +$220K +4,836 New
DWT
264
Dorsey & Whitney Trust
South Dakota
$222K +$4.22K +93 +2%
CAM
265
Cresset Asset Management
Illinois
$222K +$219K +4,815 New
FNWM
266
Financial Network Wealth Management
Utah
$221K
PCS
267
Personal CFO Solutions
New Jersey
$220K +$1.95K +43 +0.9%
S
268
SimplyRich
California
$220K +$216K +4,763 New
QI
269
Qtron Investments
Massachusetts
$213K -$1.27K -28 -0.6%
CSS
270
Cubist Systematic Strategies
Connecticut
$211K -$25.3K -558 -11%
PWAC
271
Private Wealth Advisors (California)
California
$210K -$5.63K -124 -3%
BFS
272
Bradley Foster & Sargent
Connecticut
$201K +$197K +4,344 New
CG
273
Colony Group
Massachusetts
$201K +$197K +4,350 New
APA
274
American Portfolios Advisors
New York
$194K -$3K -66 -2%
Toronto Dominion Bank
275
Toronto Dominion Bank
Ontario, Canada
$191K +$10.6K +234 +6%