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Name Holding Trade Value Shares
Change
Change in
Stake
V
151
Veritable
Delaware
$323K +$10.6K +367 +3%
MPPW
152
Mitchell & Pahl Private Wealth
Oklahoma
$316K +$61.6K +2,139 +22%
CA
153
Clearstead Advisors
Ohio
$312K
EVM
154
Evelyn V. Moreno
$306K
EWA
155
EP Wealth Advisors
California
$305K +$326K +11,309 New
PAS
156
Park Avenue Securities
New York
$304K +$51.3K +1,782 +19%
QCG
157
Quadrant Capital Group
Ohio
$303K -$11.6K -401 -3%
HIA
158
Harbor Investment Advisory
Maryland
$303K +$6.39K +222 +2%
TSS
159
Two Sigma Securities
New York
$289K +$309K +10,726 New
VT
160
Vise Technologies
New York
$285K +$43.5K +1,509 +17%
AG
161
Ascent Group
Virginia
$275K +$269K +9,327 New
ECM
162
Evergreen Capital Management
Washington
$273K +$44.3K +1,539 +18%
AssetMark Inc
163
AssetMark Inc
California
$264K +$161K +5,602 +133%
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$263K +$5.65K +196 +2%
RPA
165
Rock Point Advisors
Vermont
$260K -$20.2K -700 -7%
Franklin Resources
166
Franklin Resources
California
$248K -$31.2K -1,084 -11%
MOS
167
MGO One Seven
Ohio
$238K -$5.65K -196 -2%
LA
168
LVW Advisors
New York
$236K -$66K -2,291 -21%
VF
169
Virtu Financial
New York
$232K +$248K +8,613 New
PCS
170
Personal CFO Solutions
New Jersey
$226K -$19.1K -663 -7%
WI
171
WrapManager Inc
California
$226K -$2.45K -85 -1%
SFO
172
Stokes Family Office
Louisiana
$223K -$84.7K -2,940 -26%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$220K -$16.9K -588 -7%
HF
174
HRT Financial
New York
$220K +$236K +8,199 New
FOA
175
Five Oceans Advisors
California
$217K +$232K +8,049 New