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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
751
Financial Engines Advisors
California
$216K +$225K +1,510 New
WA
752
Waverly Advisors
Alabama
$215K +$224K +1,503 New
AL
753
Arnhold LLC
New York
$214K
KIA
754
Knollwood Investment Advisory
Maryland
$214K
TF
755
Trek Financial
Arizona
$214K -$8.04K -54 -3%
BWP
756
Baldwin Wealth Partners
Massachusetts
$214K
DCM
757
Donaldson Capital Management
Indiana
$214K -$7.75K -52 -3%
Marshall Wace
758
Marshall Wace
United Kingdom
$213K -$19.9M -133,630 -99%
TSWM
759
Tyler-Stone Wealth Management
Ohio
$213K -$79K -530 -26%
GL
760
Graypoint LLC
New York
$212K +$20K +134 +10%
BBA
761
Baader Bank Aktiengesellschaft
Germany
$211K +$220K +1,479 New
1WA
762
180 Wealth Advisors
Washington
$211K +$220K +1,476 New
WIA
763
World Investment Advisors
California
$211K +$220K +1,475 New
RA
764
RFG Advisory
Alabama
$211K +$220K +1,474 New
SPWG
765
Syntegra Private Wealth Group
Missouri
$211K -$11.2K -75 -5%
RMCM
766
Reynders McVeigh Capital Management
Massachusetts
$210K
PPA
767
Pacific Point Advisors
California
$210K +$216K +1,450 New
WF
768
Wayfinding Financial
Washington
$209K +$218K +1,464 New
ECM
769
Estabrook Capital Management
New York
$206K
SMA
770
Sage Mountain Advisors
Georgia
$205K -$82.7K -555 -28%
FRA
771
Front Row Advisors
California
$203K +$73.7K +495 +54%
VCA
772
Verdence Capital Advisors
Maryland
$203K +$745 +5 +0.4%
VF
773
Virtu Financial
New York
$202K +$211K +1,413 New
CFG
774
Carr Financial Group
Massachusetts
$202K
NDSI
775
Newman Dignan & Sheerar Inc
Rhode Island
$200K -$24.6K -165 -11%