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Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
301
Mission Wealth Management
California
$149K +$14K +292 +12%
Baird Financial Group
302
Baird Financial Group
Wisconsin
$148K -$14.2K -296 -10%
FFA
303
Fi3 Financial Advisors
Indiana
$146K -$3.65K -76 -3%
Xponance
304
Xponance
Pennsylvania
$144K -$1.39K -29 -1%
FTDI
305
First Trust Direct Indexing
Massachusetts
$143K -$6.68K -139 -5%
MC
306
Moors & Cabot
Massachusetts
$141K – – –
Federation des caisses Desjardins du Quebec
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K -$16.5K -344 -12%
Aviva
308
Aviva
United Kingdom
$137K – – –
HM Payson & Co
309
HM Payson & Co
Maine
$137K – – –
Avantax Advisory Services
310
Avantax Advisory Services
Texas
$136K +$61.4K +1,279 +105%
Harbour Investments
311
Harbour Investments
Wisconsin
$136K +$10.1K +211 +9%
AGM
312
Alpine Global Management
New York
$136K +$119K +2,479 New
Perpetual Ltd
313
Perpetual Ltd
Australia
$132K -$922K -19,192 -89%
LA
314
LM Advisors
California
$131K +$115K +2,400 New
MFP
315
Meridian Financial Partners
Virginia
$131K – – –
JWCA
316
J.W. Cole Advisors
Florida
$130K +$528 +11 +0.5%
ArrowMark Colorado Holdings
317
ArrowMark Colorado Holdings
Colorado
$130K – – –
Integrated Wealth Concepts
318
Integrated Wealth Concepts
Massachusetts
$128K +$96 +2 +0.1%
Prime Capital Investment Advisors
319
Prime Capital Investment Advisors
Kansas
$127K +$111K +2,318 New
TCA
320
Transcend Capital Advisors
New Jersey
$125K -$24K -500 -18%
MAI Capital Management
321
MAI Capital Management
Ohio
$125K -$10.8K -224 -9%
Baker Avenue Asset Management
322
Baker Avenue Asset Management
California
$122K +$10.7K +222 +11%
Bleakley Financial Group
323
Bleakley Financial Group
New Jersey
$122K +$6.87K +143 +7%
Simplicity Solutions
324
Simplicity Solutions
Minnesota
$122K +$6.87K +143 +7%
WW
325
Westshore Wealth
California
$121K – – –