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Name Holding Trade Value Shares
Change
Change in
Stake
EH
126
Equitable Holdings
New York
$528K
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$517K -$7.09K -390 -2%
SWP
128
Strategic Wealth Partners
Ohio
$516K -$1.41M -77,681 -76%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$499K +$24K +1,321 +6%
TFS
130
Thoroughbred Financial Services
Tennessee
$498K -$161K -8,854 -27%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$495K -$28.6K -1,574 -6%
RJT
132
Raymond James Trust
Florida
$488K -$79.8K -4,387 -16%
AIA
133
Angeles Investment Advisors
California
$475K +$2.98K +164 +0.7%
SFA
134
Sequoia Financial Advisors
Ohio
$473K +$413K +22,688 New
ASN
135
Advisory Services Network
Georgia
$446K -$112K -6,143 -22%
DS
136
DRW Securities
Illinois
$442K +$385K +21,176 New
PAS
137
Park Avenue Securities
New York
$441K +$44.3K +2,438 +13%
Franklin Resources
138
Franklin Resources
California
$420K +$56.3K +3,099 +18%
KPWS
139
Kestra Private Wealth Services
Texas
$415K -$37K -2,034 -9%
VA
140
Vident Advisory
Georgia
$403K +$74.3K +4,089 +27%
QI
141
Qtron Investments
Massachusetts
$400K +$348K +19,155 New
RP
142
Riverwater Partners
Wisconsin
$383K
HIC
143
Holderness Investments Company
North Carolina
$380K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$371K -$143K -7,882 -31%
PAG
145
Private Advisor Group
New Jersey
$368K +$321K +17,628 New
YCM
146
Yousif Capital Management
Michigan
$365K
GWMR
147
GC Wealth Management RIA
Massachusetts
$363K +$316K +17,407 New
GM
148
GeoWealth Management
Illinois
$363K +$316K +17,407 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$354K -$36.9K -2,028 -11%
NS
150
NBC Securities
Alabama
$349K -$2.2K -121 -0.7%