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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
101
First Trust Direct Indexing
Massachusetts
$973K +$7.11K +264 +0.8%
CSS
102
Cubist Systematic Strategies
Connecticut
$959K -$1.16M -43,057 -55%
KAS
103
Kestra Advisory Services
Texas
$925K +$180K +6,693 +25%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$893K +$194K +7,218 +29%
Vanguard Personalized Indexing Management
105
Vanguard Personalized Indexing Management
California
$892K +$44.8K +1,663 +5%
YCM
106
Yousif Capital Management
Michigan
$890K
NA
107
Nordwand Advisors
Pennsylvania
$877K +$852K +31,644 New
CQS
108
Credential Qtrade Securities
$868K -$41.4K -1,536 -5%
MGWM
109
Marks Group Wealth Management
Minnesota
$806K +$250K +9,285 +47%
Millennium Management
110
Millennium Management
New York
$801K -$1.08M -40,254 -58%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$743K +$721K +26,793 New
PAS
112
Park Avenue Securities
New York
$737K +$197K +7,331 +38%
CAN
113
Cetera Advisor Networks
California
$725K +$704K +26,159 New
S
114
SignatureFD
Georgia
$721K +$222K +8,253 +46%
BDS
115
Banco de Sabadell
Florida
$720K +$14K +520 +2%
Citigroup
116
Citigroup
New York
$719K -$10.3K -384 -1%
QI
117
Qtron Investments
Massachusetts
$700K
MG
118
Mather Group
Illinois
$672K -$27 -1 -0%
NW
119
Naviter Wealth
Arkansas
$659K +$67.6K +2,509 +13%
CIBC World Market
120
CIBC World Market
Ontario, Canada
$658K +$13.7K +508 +2%
MWM
121
Mission Wealth Management
California
$654K -$1.83K -68 -0.3%
IWA
122
Intercontinental Wealth Advisors
Texas
$646K +$2.37K +88 +0.4%
M&T Bank
123
M&T Bank
New York
$644K -$197K -7,298 -24%
KCM
124
Kathmere Capital Management
Pennsylvania
$642K +$623K +23,143 New
TPCW
125
TD Private Client Wealth
New York
$619K +$28.5K +1,059 +5%