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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
VT
226
Vise Technologies
New York
$1M +$73.4K +435 +8%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$994K -$59.4K -352 -6%
IWC
228
Integrated Wealth Concepts
Massachusetts
$991K -$271K -1,606 -22%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$977K -$974K -5,771 -51%
OIA
230
OneDigital Investment Advisors
Kansas
$972K +$23.3K +138 +3%
NRD
231
Nebula Research & Development
New York
$968K +$81.4K +482 +9%
NIM
232
Nexus Investment Management
Ontario, Canada
$962K
BCV
233
Banque Cantonale Vaudoise
Switzerland
$954K +$911K +5,396 +5,188%
ECM
234
Evergreen Capital Management
Washington
$949K +$6.58K +39 +0.7%
Aviva
235
Aviva
United Kingdom
$942K -$5.4K -32 -0.6%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$909K -$271K -1,603 -23%
RWM
237
Ritholtz Wealth Management
New York
$907K +$58.6K +347 +7%
CCA
238
Checchi Capital Advisers
California
$900K -$3.38K -20 -0.4%
UM
239
UniSuper Management
Australia
$900K
Empower Advisory Group
240
Empower Advisory Group
Colorado
$887K -$39.3K -233 -4%
BFS
241
Bradley Foster & Sargent
Connecticut
$884K
FTDI
242
First Trust Direct Indexing
Massachusetts
$876K +$115K +680 +16%
HT
243
Headlands Technologies
Illinois
$868K +$846K +5,010 New
AAS
244
Avantax Advisory Services
Texas
$866K -$505K -2,993 -37%
BEI
245
Benjamin Edwards Inc
Missouri
$833K +$318K +1,884 +65%
FFA
246
Farther Finance Advisors
California
$833K -$123K -728 -13%
PCG
247
Prosperity Consulting Group
Maryland
$829K +$17K +101 +2%
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
$823K +$107K +632 +15%
Baird Financial Group
249
Baird Financial Group
Wisconsin
$810K +$1.86K +11 +0.2%
HC
250
Henshaw Capital
Massachusetts
$798K +$514K +3,045 +195%