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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
Ritholtz Wealth Management
New York
$669K +$16.5K +122 +3%
FBFS
227
First Business Financial Services
Wisconsin
$655K -$120K -886 -17%
QP
228
Quilter Plc
United Kingdom
$649K -$399K -2,954 -40%
PCS
229
Personal CFO Solutions
New Jersey
$648K -$2.43K -18 -0.4%
OIA
230
OneDigital Investment Advisors
Kansas
$640K +$112K +829 +24%
MGWM
231
Marks Group Wealth Management
Minnesota
$640K -$8.37K -62 -1%
BGCP
232
Bristol Gate Capital Partners
Ontario, Canada
$637K -$52.1K -386 -8%
PAS
233
Park Avenue Securities
New York
$624K -$12.6K -93 -2%
FTDI
234
First Trust Direct Indexing
Massachusetts
$614K +$17.2K +127 +3%
PAG
235
Private Advisor Group
New Jersey
$609K +$186K +1,379 +51%
BJL
236
Brighton Jones LLC
Washington
$607K +$552K +4,087 New
WFI
237
West Family Investments
California
$598K +$5.67K +42 +1%
Vontobel Holding
238
Vontobel Holding
Switzerland
$585K -$122K -904 -19%
XT
239
XTX Topco
Cayman Islands
$584K +$189K +1,396 +55%
State of Wisconsin Investment Board
240
State of Wisconsin Investment Board
Wisconsin
$578K
Assenagon Asset Management
241
Assenagon Asset Management
Luxembourg
$576K +$92K +681 +21%
VPI
242
Value Partners Investments
Manitoba, Canada
$562K +$52.1K +386 +11%
KFI
243
Key Financial Inc
Pennsylvania
$560K -$4.73K -35 -0.9%
PI
244
PFG Investments
New York
$559K +$64.3K +476 +14%
CPC
245
Cookson Peirce & Co
Pennsylvania
$550K +$7.02K +52 +1%
CAN
246
Cetera Advisor Networks
California
$549K +$29.9K +221 +6%
First Manhattan
247
First Manhattan
New York
$547K
NA
248
NewEdge Advisors
Louisiana
$541K +$43.2K +320 +10%
JGIA
249
Jackson Grant Investment Advisers
Connecticut
$538K
PWPS
250
Pinnacle Wealth Planning Services
Ohio
$533K +$4.59K +34 +1%