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Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Advisornet Financial
Minnesota
$234K -$71.4K -260 -22%
VAS
652
Vestmark Advisory Solutions
Massachusetts
$234K +$15.9K +58 +7%
FC
653
Fulcrum Capital
Washington
$233K – – –
EI
654
Ellevest Inc
New York
$232K +$4.67K +17 +2%
VCG
655
Vantage Consulting Group
Virginia
$231K +$21.4K +78 +10%
2L
656
25 LLC
Missouri
$231K +$1.65K +6 +0.7%
C
657
Covestor
United Kingdom
$229K -$549 -2 -0.2%
FL
658
Fort LP
Maryland
$228K +$10.4K +38 +5%
IA
659
IFP Advisors
Florida
$227K -$29.9K -109 -11%
Lido Advisors
660
Lido Advisors
California
$226K +$8.79K +32 +4%
MSFS
661
Main Street Financial Solutions
Pennsylvania
$226K +$1.1K +4 +0.5%
VFA
662
Valeo Financial Advisors
Indiana
$226K -$275 -1 -0.1%
EWA
663
EP Wealth Advisors
California
$224K +$12.9K +47 +6%
MCM
664
MAI Capital Management
Ohio
$223K -$14K -51 -6%
RWP
665
RWA Wealth Partners
Massachusetts
$223K +$6.86K +25 +3%
PA
666
Profund Advisors
Maryland
$223K -$3.29K -12 -1%
IC
667
Inscription Capital
Texas
$223K +$234K +851 New
IWC
668
Integrated Wealth Concepts
Massachusetts
$221K +$824 +3 +0.4%
HAG
669
HighPoint Advisor Group
Illinois
$220K -$28.8K -105 -12%
SFI
670
Susquehanna Fundamental Investments
Pennsylvania
$216K -$4.84M -17,609 -96%
CCAL
671
City Center Advisors LLC
Michigan
$216K – – –
GSEP
672
Golden State Equity Partners
California
$214K +$225K +818 New
RB
673
Renasant Bank
Mississippi
$213K -$213K -776 -49%
BFG
674
Bleakley Financial Group
New Jersey
$211K -$7.69K -28 -3%
SW
675
Simplicity Wealth
New Jersey
$211K -$6.86K -25 -3%