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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Avaii Wealth Management
Wisconsin
$461K +$359K +31,465 +272%
CLOS
252
Compagnie Lombard Odier SCmA
Switzerland
$442K
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$423K -$730 -64 -0.2%
MG
254
Marex Group
$408K -$9K -789 -2%
RWB
255
RMR Wealth Builders
New Jersey
$397K
Credit Agricole
256
Credit Agricole
France
$392K +$18.3K +1,600 +5%
Envestnet Asset Management
257
Envestnet Asset Management
Illinois
$381K -$737K -64,647 -64%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$381K -$39.2K -3,435 -9%
Franklin Resources
259
Franklin Resources
California
$381K +$6.58K +577 +2%
SWP
260
Stratos Wealth Partners
Ohio
$375K -$62.3K -5,464 -13%
VI
261
Versor Investments
New York
$375K +$157K +13,800 +65%
Mariner
262
Mariner
Kansas
$371K +$127K +11,105 +47%
EF
263
Empowered Funds
Pennsylvania
$370K +$46.1K +4,044 +13%
IMCOOI
264
Investment Management Corp of Ontario (IMCO)
Canada
$370K +$128K +11,200 +48%
SPIA
265
Steward Partners Investment Advisory
New York
$357K -$35.2K -3,082 -8%
HAG
266
HighPoint Advisor Group
Illinois
$354K +$322K +28,260 New
WBC
267
Westpac Banking Corp
Australia
$354K +$322K +28,256 +587%
KA
268
Kovack Advisors
Florida
$353K +$25.8K +2,265 +7%
PA
269
Parallel Advisors
California
$344K -$8.74K -766 -2%
AAS
270
Avantax Advisory Services
Texas
$333K +$356K +31,168 New
CWM
271
Circle Wealth Management
New Jersey
$325K +$346K +30,366 New
CCA
272
Checchi Capital Advisers
California
$323K +$11.8K +1,031 +4%
BJL
273
Brighton Jones LLC
Washington
$319K -$2.56K -224 -0.7%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$314K +$10.2K +893 +3%
CIA
275
Concurrent Investment Advisors
Florida
$313K +$25.4K +2,229 +8%