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Name Holding Trade Value Shares
Change
Change in
Stake
GS
251
GTS Securities
Florida
$859K +$617K +43,055 +387%
BCI
252
Brinker Capital Investments
Pennsylvania
$843K +$149K +10,376 +23%
OPS
253
Orion Portfolio Solutions
Nebraska
$843K +$149K +10,376 +23%
Vontobel Holding
254
Vontobel Holding
Switzerland
$841K -$340K -23,719 -31%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$826K +$180K +12,584 +32%
MCM
256
MAI Capital Management
Ohio
$818K +$163K +11,366 +28%
Creative Planning
257
Creative Planning
Kansas
$813K +$79.9K +5,573 +12%
AWM
258
Apollon Wealth Management
South Carolina
$808K +$361K +25,186 +98%
KIA
259
Knollwood Investment Advisory
Maryland
$793K
LNC
260
Lincoln National Corp
Pennsylvania
$780K -$265K -18,513 -27%
CA
261
Cetera Advisors
Colorado
$769K +$247K +17,259 +55%
FTDI
262
First Trust Direct Indexing
Massachusetts
$764K -$196K -13,678 -22%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$763K +$86.9K +6,061 +14%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$763K +$5.39K +376 +0.8%
AFG
265
Atomi Financial Group
New York
$763K +$690K +48,108 New
IWC
266
Integrated Wealth Concepts
Massachusetts
$762K +$60.8K +4,243 +10%
AWS
267
Atria Wealth Solutions
New York
$760K +$216K +15,099 +46%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$754K +$37.2K +2,596 +6%
LSV Asset Management
269
LSV Asset Management
Illinois
$743K
QCM
270
QRG Capital Management
Illinois
$741K +$89.9K +6,274 +16%
EPAM
271
Euro Pacific Asset Management
Puerto Rico
$710K +$3.3K +230 +0.5%
RIA
272
Recurrent Investment Advisors
Texas
$698K -$69.9K -4,876 -10%
CCA
273
Checchi Capital Advisers
California
$693K -$6.11K -426 -1%
RI
274
Ridgewood Investments
New Jersey
$688K -$132K -9,200 -18%
FHB
275
First Hawaiian Bank
Hawaii
$686K +$134K +9,326 +27%