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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$2.47M -$33K -235 -1%
FFM
77
Forum Financial Management
Illinois
$2.45M +$422 +3 +0%
SC
78
Scotia Capital
Ontario, Canada
$2.42M -$20K -142 -0.8%
XC
79
XY Capital
Hong Kong
$2.39M +$2.37M +16,881 New
GHAM
80
Gilman Hill Asset Management
Connecticut
$2.39M +$141K +1,000 +6%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$2.35M -$6.51M -46,291 -74%
OAM
82
Oppenheimer Asset Management
New York
$2.32M -$2.6M -18,486 -53%
FTDI
83
First Trust Direct Indexing
Massachusetts
$2.3M -$102K -723 -4%
NW
84
Naviter Wealth
Arkansas
$2.18M +$89.7K +638 +4%
SEI Investments
85
SEI Investments
Pennsylvania
$2.04M -$387K -2,752 -16%
LWAM
86
Legacy Wealth Asset Management
Minnesota
$2.01M +$19.1K +136 +1%
S
87
SignatureFD
Georgia
$1.99M -$93.9K -668 -5%
SGI
88
Summit Global Investments
Utah
$1.98M -$9.28K -66 -0.5%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$1.92M -$1.2M -8,505 -39%
Vanguard Personalized Indexing Management
90
Vanguard Personalized Indexing Management
California
$1.91M -$480K -3,414 -20%
Nuveen
91
Nuveen
North Carolina
$1.76M
M&T Bank
92
M&T Bank
New York
$1.74M +$20K +142 +1%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.73M -$419K -2,978 -20%
GT
94
Greenleaf Trust
Michigan
$1.68M -$11.2K -80 -0.7%
CIP
95
Capital Insight Partners
Arizona
$1.61M +$61.1K +435 +4%
BCI
96
Brinker Capital Investments
Pennsylvania
$1.53M -$35.6K -253 -2%
OPS
97
Orion Portfolio Solutions
Nebraska
$1.53M +$1.52M +10,781 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$1.47M -$4.34M -30,904 -75%
GA
99
GFS Advisors
Texas
$1.47M
WA
100
Wambolt & Associates
Colorado
$1.45M -$7.59K -54 -0.5%