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Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PEAK6 Investments
Illinois
$81K -$17.5K -4,708 -17%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$80K +$39.5K +10,634 +85%
DLA
203
Douglas Lane & Associates
New York
$79.2K +$37 +10 +0%
BP
204
Ballentine Partners
Massachusetts
$78.9K +$85.2K +22,937 New
GRP
205
Global Retirement Partners
California
$78.1K -$3.51K -945 -4%
SWP
206
Stratos Wealth Partners
Ohio
$76.2K -$12.9K -3,484 -14%
BS
207
Banco Santander
Spain
$76.1K
CPP
208
Capasso Planning Partners
South Carolina
$75.8K
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$75.4K -$2.3K -619 -3%
FTDI
210
First Trust Direct Indexing
Massachusetts
$75K +$81K +21,794 New
LCM
211
Lazari Capital Management
California
$72.6K +$3.05K +820 +4%
AWM
212
Apollon Wealth Management
South Carolina
$71.8K +$77.5K +20,870 New
LF
213
Longbow Finance
Switzerland
$71.7K
IWC
214
Integrated Wealth Concepts
Massachusetts
$71.3K +$3.51K +945 +5%
PPP
215
Private Portfolio Partners
New Jersey
$69K +$74.6K +20,070 New
EWM
216
Evercore Wealth Management
New York
$68.8K
P
217
Pitcairn
Pennsylvania
$67.3K +$15.5K +4,169 +27%
BFG
218
Bouchey Financial Group
New York
$67.1K
PFS
219
Prospera Financial Services
Texas
$63.9K -$3.73K -1,003 -5%
LNWWM
220
Laird Norton Wetherby Wealth Management
California
$63.7K +$22.2K +5,984 +48%
X
221
Xponance
Pennsylvania
$63K -$4 -1 -0%
DC
222
Davenport & Co
Virginia
$61.6K +$66.6K +17,918 New
FA
223
Fagan Associates
New York
$61.3K +$15K +4,035 +29%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$60.8K +$30.5K +8,208 +87%
BL
225
Balentine LLC
Georgia
$60.5K +$65.4K +17,593 New