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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$19K -$17.7K -432 -51%
VFA
252
Valeo Financial Advisors
Indiana
$19K +$16.4K +400 +13,333%
Bessemer Group
253
Bessemer Group
New Jersey
$19K +$16.6K +405 New
DAM
254
Delta Asset Management
Tennessee
$18K – – –
QCG
255
Quadrant Capital Group
Ohio
$16K – – –
TWA
256
TCI Wealth Advisors
Arizona
$15K +$6.07K +148 +86%
PA
257
Parallel Advisors
California
$13K – – –
MC
258
Maverick Capital
Texas
$13K +$11.2K +272 New
SBL
259
Sargent Bickham Lagudis
Colorado
$12K – – –
BCA
260
Berman Capital Advisors
Georgia
$11K – – –
RCA
261
Ranch Capital Advisors
Florida
$9K – – –
SWM
262
Spire Wealth Management
Virginia
$8K +$7.01K +171 New
HMS
263
Hanseatic Management Services
New Mexico
$7K – – –
AssetMark Inc
264
AssetMark Inc
California
$7K +$820 +20 +15%
FHC
265
First Horizon Corporation
Tennessee
$6K +$861 +21 +17%
POIA
266
Pin Oak Investment Advisors
Texas
$5K – – –
GWM
267
Geneos Wealth Management
Colorado
$4K – – –
JGIA
268
Jackson Grant Investment Advisers
Connecticut
$4K +$41 +1 +1%
PMFA
269
Plante Moran Financial Advisors
Michigan
$3K -$50.2K -1,225 -94%
ADIM
270
Alpha DNA Investment Management
Maryland
$3K +$2.71K +66 New
EI
271
Ellevest Inc
New York
$2K – – –
PCG
272
Private Capital Group
Connecticut
$1K -$328 -8 -33%
Fidelity International
273
Fidelity International
Bermuda
$1K – – –
MHR
274
Matthew Hamilton Rosenberg
$1K – – –
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$1K – – –