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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
201
MML Investors Services
Massachusetts
$516K -$473K -9,289 -45%
NA
202
NewEdge Advisors
Louisiana
$515K +$91.7K +1,799 +19%
Financial Engines Advisors
203
Financial Engines Advisors
California
$506K -$250K -4,905 -30%
BCM
204
BlueCrest Capital Management
Jersey
$450K +$510K +10,000 New
CCS
205
Concentric Capital Strategies
Connecticut
$442K +$502K +9,843 New
VAS
206
Vestmark Advisory Solutions
Massachusetts
$431K +$489K +9,586 New
DADC
207
D.A. Davidson & Co
Montana
$410K +$91.6K +1,798 +25%
TWP
208
Tyche Wealth Partners
Texas
$404K
SEI Investments
209
SEI Investments
Pennsylvania
$399K -$6.91M -135,533 -94%
HP
210
Havemeyer Place
Connecticut
$395K -$506K -9,926 -53%
LTI
211
Laffer Tengler Investments
Tennessee
$394K +$37.9K +743 +9%
TM
212
TigerOak Management
New Mexico
$388K +$440K +8,640 New
OAM
213
OP Asset Management
$383K +$434K +8,513 New
American Century Companies
214
American Century Companies
Missouri
$378K +$45.1K +884 +12%
Deutsche Bank
215
Deutsche Bank
Germany
$374K +$132K +2,585 +45%
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$370K +$182K +3,574 +73%
MCM
217
MAI Capital Management
Ohio
$370K +$391K +7,667 +1,347%
Mariner
218
Mariner
Kansas
$368K -$688K -13,500 -62%
BCM
219
Bayesian Capital Management
New York
$366K +$415K +8,149 New
WAM
220
Werlinich Asset Management
Connecticut
$364K +$5.1K +100 +1%
KWA
221
Kingswood Wealth Advisors
California
$363K +$52.9K +1,038 +15%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$359K +$186K +3,642 +84%
AU
223
AlphaGrep UK
$356K +$403K +7,911 New
LFP
224
Lakeshore Financial Planning
Michigan
$351K +$398K +7,803 New
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$342K +$73.6K +1,444 +23%