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Name Holding Trade Value Shares
Change
Change in
Stake
QT
151
Quantbot Technologies
New York
$1.12M -$1.28M -29,470 -55%
VWM
152
Venturi Wealth Management
Texas
$1.1M -$5.55K -128 -0.5%
AFG
153
Atomi Financial Group
New York
$1.1M +$502K +11,558 +94%
MWM
154
Mission Wealth Management
California
$1.08M -$45K -1,038 -4%
AA
155
ALPS Advisors
Colorado
$1.08M -$1.87K -43 -0.2%
OIA
156
OneDigital Investment Advisors
Kansas
$1.08M +$1.02M +23,537 New
GC
157
Guggenheim Capital
Illinois
$1.06M +$612K +14,109 +159%
FTUS
158
Flow Traders U.S.
New York
$992K +$938K +21,618 New
UBS Group
159
UBS Group
Switzerland
$986K +$163K +3,762 +21%
QCG
160
Quadrant Capital Group
Ohio
$958K +$11.3K +260 +1%
HWMA
161
Heritage Wealth Management (Arizona)
Arizona
$956K -$75.6K -1,743 -8%
HFO
162
Heritage Family Offices
Arizona
$956K +$904K +20,839 New
WT
163
Whittier Trust
California
$945K +$119K +2,741 +15%
AF
164
Aviso Financial
Ontario, Canada
$903K +$854K +19,677 New
CP
165
Covenant Partners
Tennessee
$876K
VA
166
Vident Advisory
Georgia
$874K +$164K +3,771 +25%
MPPW
167
Mitchell & Pahl Private Wealth
Oklahoma
$863K -$10.4K -240 -1%
CAM
168
Cidel Asset Management
Ontario, Canada
$851K -$38.1K -879 -5%
CWM
169
Calamos Wealth Management
Illinois
$826K +$781K +17,999 New
OMC
170
Old Mission Capital
Illinois
$823K +$207K +4,766 +36%
DOA
171
D'Orazio & Associates
Virginia
$819K +$88K +2,028 +13%
Franklin Resources
172
Franklin Resources
California
$819K +$3.34K +77 +0.4%
LSAG
173
Lake Street Advisors Group
New Hampshire
$816K -$28.5K -657 -4%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$803K +$36.8K +849 +5%
SCA
175
Snowden Capital Advisors
New York
$800K +$38.6K +890 +5%