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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$309K -$83.7K -829 -22%
BHBT
352
Burke & Herbert Bank & Trust
Virginia
$307K
ZCA
353
Zeke Capital Advisors
Pennsylvania
$303K -$154K -1,527 -34%
MCM
354
Manchester Capital Management
Vermont
$293K
BPA
355
Beacon Pointe Advisors
California
$290K +$45.6K +452 +19%
EI
356
Ethic Inc
New York
$287K +$283K +2,805 New
XT
357
XTX Topco
Cayman Islands
$283K -$396K -3,918 -59%
PP
358
Paloma Partners
Connecticut
$283K +$279K +2,763 New
PTC
359
Private Trust Company
Ohio
$274K
TNAM
360
Terra Nova Asset Management
New York
$266K +$262K +2,600 New
ASN
361
Advisory Services Network
Georgia
$260K +$12.6K +125 +5%
AP
362
Advisor Partners
California
$258K +$2.22K +22 +0.9%
KAS
363
Kestra Advisory Services
Texas
$257K +$254K +2,515 New
PI
364
PEAK6 Investments
Illinois
$256K -$1.04M -10,299 -80%
BFM
365
Boothbay Fund Management
New York
$255K +$251K +2,490 New
V
366
Veritable
Delaware
$254K +$2.42K +24 +1%
SWM
367
SeaCrest Wealth Management
New York
$250K +$9.69K +96 +4%
WA
368
Wambolt & Associates
Colorado
$250K +$249K +2,470 New
CCWA
369
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$245K +$242K +2,400 New
KeyBank National Association
370
KeyBank National Association
Ohio
$244K
ESCM
371
Echo Street Capital Management
New York
$241K +$238K +2,361 New
TC
372
TownSquare Capital
Utah
$237K +$238K +2,358 New
AWP
373
Ascent Wealth Partners
New York
$232K +$229K +2,269 New
Wealthfront Advisers
374
Wealthfront Advisers
California
$229K -$6.46K -64 -3%
PA
375
Procyon Advisors
Connecticut
$227K +$224K +2,218 New