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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$958K +$447K +10,098 +85%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$941K +$10.5K +238 +1%
HighTower Advisors
53
HighTower Advisors
Illinois
$933K -$80.7K -1,823 -8%
FI
54
Fractal Investments
Connecticut
$871K
AWS
55
Atria Wealth Solutions
New York
$833K -$9.34K -211 -1%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$828K
QCIG
57
Quad-Cities Investment Group
Iowa
$786K +$2.57K +58 +0.3%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$784K -$16.7K -378 -2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$741K -$1.5M -33,997 -67%
FWM
60
Finer Wealth Management
Massachusetts
$706K +$27.7K +626 +4%
Stifel Financial
61
Stifel Financial
Missouri
$684K +$54.9K +1,240 +9%
AFG
62
American Financial Group
Ohio
$675K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$667K -$116K -2,627 -15%
MP
64
McDonald Partners
Ohio
$653K
KACA
65
Kayne Anderson Capital Advisors
California
$649K
SG Americas Securities
66
SG Americas Securities
New York
$649K +$53.9K +1,218 +9%
FFN
67
Focus Financial Network
Minnesota
$638K +$28K +633 +5%
GCP
68
GSA Capital Partners
United Kingdom
$573K +$582K +13,145 New
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$528K -$220K -4,980 -29%
HVIA
70
Hudson Valley Investment Advisors
New York
$523K
BRWA
71
B. Riley Wealth Advisors
Florida
$508K -$76.2K -1,721 -13%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$505K -$24.8K -560 -5%
Ameriprise
73
Ameriprise
Minnesota
$503K -$10K -227 -2%
Corient Private Wealth
74
Corient Private Wealth
Florida
$498K -$221K -5,000 -30%
PA
75
PSI Advisors
Florida
$471K +$443 +10 +0.1%