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Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$546K +$63.6K +562 +13%
PFO
202
Pathstone Family Office
New Jersey
$546K
Squarepoint
203
Squarepoint
New York
$532K -$112K -990 -17%
Vontobel Holding
204
Vontobel Holding
Switzerland
$483K -$886K -7,828 -65%
HR
205
Hardy Reed
Mississippi
$466K -$9.28K -82 -2%
FNBOO
206
First National Bank of Omaha
Nebraska
$460K +$57.9K +512 +14%
APA
207
American Portfolios Advisors
New York
$458K -$48.1K -425 -9%
AWA
208
Arkadios Wealth Advisors
Georgia
$443K +$443K +3,918 New
PWS
209
Precision Wealth Strategies
Missouri
$423K +$3.06K +27 +0.7%
RIM
210
Redwood Investment Management
Arizona
$421K -$31.7K -280 -7%
MML Investors Services
211
MML Investors Services
Massachusetts
$421K +$46.2K +408 +12%
CF
212
Cantor Fitzgerald
New York
$376K +$376K +3,323 New
KBC Group
213
KBC Group
Belgium
$373K -$378K -3,339 -50%
E
214
Ergoteles
New York
$362K +$362K +3,201 New
AWS
215
Atria Wealth Solutions
New York
$359K -$10.3K -91 -3%
CGH
216
Crossmark Global Holdings
Texas
$358K -$24.8K -219 -6%
OIA
217
OneDigital Investment Advisors
Kansas
$347K +$347K +3,068 New
Lido Advisors
218
Lido Advisors
California
$345K +$346K +3,055 New
MAM
219
Marquette Asset Management
Minnesota
$336K
LA
220
Lindenwold Advisors
Pennsylvania
$329K +$566 +5 +0.2%
FA
221
FDx Advisors
Illinois
$326K +$10.7K +95 +3%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$325K -$4.3K -38 -1%
CIP
223
Cornerstone Investment Partners
Georgia
$325K
YWP
224
YorkBridge Wealth Partners
New York
$323K +$10.7K +95 +3%
AIP
225
Ameritas Investment Partners
Nebraska
$307K -$12.3K -109 -4%