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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$336K +$418K +255 New
KCM
77
Kathmere Capital Management
Pennsylvania
$330K +$410K +250 New
SEI Investments
78
SEI Investments
Pennsylvania
$303K -$13.1K -8 -3%
SC
79
Scotia Capital
Ontario, Canada
$288K +$359K +219 New
TA
80
Tiedemann Advisors
New York
$277K +$345K +210 New
EGM
81
Engineers Gate Manager
New York
$253K +$315K +192 New
KF
82
Krilogy Financial
Missouri
$249K +$310K +189 New
VF
83
Virtu Financial
New York
$244K +$304K +185 New
GW
84
GW & Wade
Massachusetts
$235K +$294K +179 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$231K +$289K +176 New
Marshall Wace
86
Marshall Wace
United Kingdom
$228K +$37.7K +23 +15%
LPL Financial
87
LPL Financial
California
$219K -$166K -101 -38%
HH
88
Hilltop Holdings
Texas
$198K
CG
89
Cutler Group
California
$191K +$240K +146 New
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$185K +$230K +140 New
AA
91
Ancora Advisors
Ohio
$183K +$228K +139 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$173K +$215K +131 New
Victory Capital Management
93
Victory Capital Management
Texas
$170K +$212K +129 New
PCM
94
Penserra Capital Management
California
$169K +$146K +89 +223%
ASN
95
Advisory Services Network
Georgia
$161K +$171K +104 +578%
PCA
96
Pallas Capital Advisors
Massachusetts
$156K -$8.21K -5 -5%
BAM
97
Belpointe Asset Management
Nevada
$153K +$190K +116 New
CWP
98
CFM Wealth Partners
Texas
$151K +$189K +115 New
SAF
99
Smith Anglin Financial
Texas
$141K +$176K +107 New
Citigroup
100
Citigroup
New York
$138K +$171K +104 New