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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
226
Squarepoint
New York
$629K +$673K +7,704 New
PWG
227
Portside Wealth Group
Utah
$625K -$14.4K -165 -2%
HighTower Advisors
228
HighTower Advisors
Illinois
$621K +$64K +733 +11%
TI
229
Tidal Investments
Wisconsin
$599K +$186K +2,126 +41%
US Bancorp
230
US Bancorp
Minnesota
$591K -$15.9K -182 -2%
CIA
231
Concurrent Investment Advisors
Florida
$577K +$88.9K +1,018 +17%
BCA
232
Bay Colony Advisors
Massachusetts
$576K +$616K +7,049 New
KPWS
233
Kestra Private Wealth Services
Texas
$560K -$78.7K -901 -12%
IWC
234
Integrated Wealth Concepts
Massachusetts
$552K +$99.1K +1,135 +20%
CST
235
Charles Schwab Trust
Nevada
$540K
BDFN
236
Bond & Devick Financial Network
Minnesota
$538K +$576K +6,590 New
SC
237
Savant Capital
Illinois
$528K +$150K +1,718 +36%
CBU
238
CIBC Bancorp USA
Illinois
$524K +$248K +2,839 +79%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$516K -$243K -2,781 -31%
IPAM
240
ICICI Prudential Asset Management
India
$515K -$83.6K -957 -13%
QCG
241
Quadrant Capital Group
Ohio
$509K +$544K +6,227 New
EAM
242
Eventide Asset Management
Massachusetts
$503K +$531K +6,081 New
SFA
243
Sequoia Financial Advisors
Ohio
$503K -$220K -2,519 -29%
LF
244
Lee Financial
Texas
$494K -$1.75K -20 -0.3%
DAS
245
Dynamic Advisor Solutions
Arizona
$493K -$36.8K -421 -7%
Jane Street
246
Jane Street
New York
$485K -$1.56M -17,804 -75%
CBA
247
Coastal Bridge Advisors
Connecticut
$475K -$134K -1,539 -21%
QP
248
Quilter Plc
United Kingdom
$470K -$24.8K -284 -7%
S
249
SignatureFD
Georgia
$453K -$68.3K -782 -12%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$447K +$165K +1,885 +53%