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Name Holding Trade Value Shares
Change
Change in
Stake
PM
176
Penbrook Management
New York
$1.35M +$5.45K +340 +0.3%
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.35M +$9.29K +580 +0.6%
FFM
178
Forum Financial Management
Illinois
$1.31M – – –
EARNEST Partners
179
EARNEST Partners
Georgia
$1.27M -$7.05K -440 -0.4%
JAM
180
JCIC Asset Management
Ontario, Canada
$1.26M -$84K -5,240 -5%
GT
181
Greenleaf Trust
Michigan
$1.24M -$14.3K -895 -0.9%
BFM
182
Boothbay Fund Management
New York
$1.23M +$857K +53,470 +125%
NW
183
NewEdge Wealth
Pennsylvania
$1.2M +$152K +9,460 +11%
VAS
184
Vestmark Advisory Solutions
Massachusetts
$1.19M +$891K +55,620 +148%
FTDI
185
First Trust Direct Indexing
Massachusetts
$1.18M -$199K -12,415 -12%
SW
186
SVB Wealth
Massachusetts
$1.12M +$407K +25,375 +41%
IAA
187
Independent Advisor Alliance
North Carolina
$1.12M -$48.8K -3,045 -3%
API
188
Advisor Partners II
California
$1.12M +$1.4M +87,345 New
SFS
189
Stiles Financial Services
Minnesota
$1.12M +$345K +21,500 +33%
MIP
190
Marietta Investment Partners
Wisconsin
$1.1M -$64.7K -4,040 -5%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$1.1M +$102K +6,360 +8%
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
$1.1M +$1.38M +86,070 New
AWM
193
Absher Wealth Management
North Carolina
$1.08M +$2.24K +140 +0.2%
CG
194
Caprock Group
Idaho
$1.07M -$15.8K -985 -1%
BCA
195
Bray Capital Advisors
Florida
$1.07M – – –
SSA
196
Schonfeld Strategic Advisors
New York
$1.07M +$729K +45,500 +120%
HDIM
197
Hanson & Doremus Investment Management
Vermont
$1.06M -$48.3K -3,015 -4%
PFO
198
Pathstone Family Office
New Jersey
$1.06M +$77.5K +4,835 +6%
DCM
199
Deuterium Capital Management
Florida
$1.04M +$1.3M +81,240 New
SCM
200
SOL Capital Management
Maryland
$1.02M – – –