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Name Holding Trade Value Shares
Change
Change in
Stake
CL
351
Choreo LLC
Illinois
$282K +$254K +17,754 New
AWM
352
Aprio Wealth Management
Georgia
$282K +$102K +7,087 +66%
EH
353
Equitable Holdings
New York
$279K +$15.3K +1,070 +6%
FWIA
354
Fort Washington Investment Advisors
Ohio
$276K +$64.5K +4,500 +35%
AC
355
Avestar Capital
New York
$276K -$17.8K -1,241 -7%
QCM
356
Quantinno Capital Management
New York
$271K +$65.5K +4,567 +37%
FA
357
FDx Advisors
Illinois
$265K +$239K +16,700 New
NIM
358
NEOS Investment Management
Connecticut
$263K +$237K +16,562 New
WA
359
Wealth Alliance
New York
$257K -$6.26K -437 -3%
FHA
360
Flagship Harbor Advisors
Massachusetts
$255K +$61.4K +4,282 +36%
GSWM
361
Greenup Street Wealth Management
Michigan
$254K +$84.3K +5,878 +58%
NCM
362
Northside Capital Management
Oregon
$254K
Wealth Enhancement Advisory Services
363
Wealth Enhancement Advisory Services
Minnesota
$253K -$3.73K -260 -2%
BP
364
Ballentine Partners
Massachusetts
$252K +$48.1K +3,355 +27%
RIA
365
Realta Investment Advisors
Delaware
$243K -$25.7K -1,796 -11%
Boston Partners
366
Boston Partners
Massachusetts
$237K -$1.61M -112,263 -64%
SIA
367
Schechter Investment Advisors
Michigan
$233K +$211K +14,706 New
LWM
368
Laidlaw Wealth Management
New York
$231K -$34.4K -2,400 -14%
DAS
369
Dynamic Advisor Solutions
Arizona
$231K +$27K +1,883 +14%
PI
370
PEAK6 Investments
Illinois
$231K +$209K +14,549 New
GAM
371
Gould Asset Management
California
$224K +$7.81K +545 +4%
IFG
372
Independent Financial Group
California
$224K +$203K +14,137 New
LA
373
LVW Advisors
New York
$224K +$202K +14,116 New
VA
374
Vident Advisory
Georgia
$222K +$2.74K +191 +1%
RCAG
375
Rehmann Capital Advisory Group
Michigan
$220K -$1.69K -118 -0.8%