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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
401
Peloton Wealth Strategists
Indiana
$1.02M -$44.7K -200 -5%
CA
402
Claro Advisors
Massachusetts
$1.01M +$70.8K +317 +8%
JWM
403
JGP Wealth Management
Oregon
$1M +$40.7K +182 +5%
NA
404
NewEdge Advisors
Louisiana
$991K +$528K +2,365 +140%
KPWS
405
Kestra Private Wealth Services
Texas
$986K -$827K -3,701 -48%
GC
406
Guggenheim Capital
Illinois
$971K -$610K -2,728 -41%
Squarepoint
407
Squarepoint
New York
$966K -$5.36K -24 -0.6%
Focus Partners Wealth
408
Focus Partners Wealth
Massachusetts
$954K -$164K -734 -16%
RMC
409
Resources Management Corp
Connecticut
$951K -$23.5K -105 -3%
VF
410
Virtu Financial
New York
$929K -$1.06M -4,761 -56%
OFG
411
OmniStar Financial Group
North Carolina
$912K +$834K +3,733 New
RCM
412
Radnor Capital Management
Pennsylvania
$903K +$827K +3,700 New
OWA
413
Outlook Wealth Advisors
Texas
$900K +$22.8K +102 +3%
Vontobel Holding
414
Vontobel Holding
Switzerland
$894K +$64.4K +288 +9%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$878K -$24.4K -109 -3%
NG
416
Norden Group
Utah
$869K +$335K +1,500 +73%
WI
417
Wahed Invest
New York
$862K +$67K +300 +9%
Lido Advisors
418
Lido Advisors
California
$842K +$141K +629 +22%
TRCT
419
Tower Research Capital (TRC)
New York
$833K -$1.41M -6,322 -65%
DWAM
420
Duncan Williams Asset Management
Tennessee
$831K +$35.5K +159 +5%
PIM
421
Plato Investment Management
Australia
$830K
BC
422
Blackhill Capital
New Jersey
$830K
MYIA
423
Mount Yale Investment Advisors
Colorado
$821K -$39.1K -175 -5%
KA
424
Kintegral Advisory
New York
$811K -$9.61K -43 -1%
DZ Bank
425
DZ Bank
Germany
$800K +$385K +1,721 +111%