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Name Holding Trade Value Shares
Change
Change in
Stake
NW
176
Naviter Wealth
Arkansas
$2.07M +$398K +22,930 +26%
CG
177
Caprock Group
Idaho
$2.05M +$255K +14,695 +16%
FPFS
178
First Personal Financial Services
North Carolina
$2.04M -$65.9K -3,800 -3%
Group One Trading
179
Group One Trading
Illinois
$2.03M +$160K +9,220 +9%
MIH
180
Meitav Investment House
Israel
$2.02M -$718K -41,400 -28%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$2.01M +$86.7K +5,000 +5%
GT
182
Greenleaf Trust
Michigan
$1.91M +$81.5K +4,700 +5%
KJHP
183
K.J. Harrison & Partners
Ontario, Canada
$1.89M -$1.73M -100,000 -50%
FFM
184
Forum Financial Management
Illinois
$1.86M +$42.4K +2,445 +3%
NW
185
NewEdge Wealth
Pennsylvania
$1.84M -$2.78K -160 -0.2%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$1.84M -$1.04K -60 -0.1%
AWS
187
Atria Wealth Solutions
New York
$1.84M +$544K +31,370 +48%
RWM
188
Ritholtz Wealth Management
New York
$1.83M +$87.4K +5,040 +5%
WPW
189
Waldron Private Wealth
Pennsylvania
$1.83M +$21K +1,210 +1%
MGWM
190
Marks Group Wealth Management
Minnesota
$1.79M +$692K +39,865 +73%
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$1.78M +$66.8K +3,850 +4%
FC
192
FORA Capital
Florida
$1.77M +$513K +29,575 +46%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$1.76M +$107K +6,180 +7%
Prudential Financial
194
Prudential Financial
New Jersey
$1.73M +$187K +10,760 +13%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$271K +15,595 +21%
SFS
196
Stiles Financial Services
Minnesota
$1.72M +$41.6K +2,400 +3%
JAM
197
JCIC Asset Management
Ontario, Canada
$1.69M -$4.94K -285 -0.3%
WCM Investment Management
198
WCM Investment Management
California
$1.67M -$16.2K -935 -1%
SI
199
Scharf Investments
California
$1.67M -$165K -9,500 -10%
CWM
200
Calamos Wealth Management
Illinois
$1.65M +$39.6K +2,280 +3%