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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
BTC Capital Management
Iowa
$295K +$31K +407 +13%
SF
227
Summit Financial
New Jersey
$291K +$271K +3,568 New
HA
228
Huntleigh Advisors
Missouri
$287K +$456 +6 +0.2%
KF
229
Krilogy Financial
Missouri
$284K +$247K +3,246 New
TRCT
230
Tower Research Capital (TRC)
New York
$280K -$228K -2,995 -47%
IF
231
Intrua Financial
Texas
$277K +$11.3K +148 +5%
HIS
232
Horizon Investment Services
Indiana
$277K +$6.54K +86 +3%
DFG
233
Dupree Financial Group
Kentucky
$276K
OF
234
Optimize Financial
California
$273K +$254K +3,344 New
MAS
235
Meeder Advisory Services
Ohio
$272K +$254K +3,338 New
VT
236
Vise Technologies
New York
$272K +$254K +3,338 New
CGH
237
Crossmark Global Holdings
Texas
$264K -$26.5K -348 -10%
QCG
238
Quadrant Capital Group
Ohio
$264K +$26.3K +346 +12%
MGIA
239
Moneta Group Investment Advisors
Missouri
$256K -$33.2K -437 -12%
CCM
240
Coldstream Capital Management
Washington
$251K -$48.1K -632 -17%
AI
241
Atria Investments
North Carolina
$249K -$444K -5,837 -66%
HWM
242
HFR Wealth Management
New York
$248K
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$239K -$164K -2,150 -42%
CMA
244
Cedar Mountain Advisors
Oregon
$232K
GIM
245
Glenmede Investment Management
Pennsylvania
$231K -$164K -2,160 -43%
SLAM
246
Swiss Life Asset Management
$227K +$211K +2,780 New
VCM
247
Versant Capital Management
Arizona
$219K
Corient Private Wealth
248
Corient Private Wealth
Florida
$217K +$203K +2,666 New
BP
249
Ballentine Partners
Massachusetts
$208K +$194K +2,553 New
MCM
250
MAI Capital Management
Ohio
$208K -$4.49K -59 -2%