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Name Holding Trade Value Shares
Change
Change in
Stake
SI
426
Stephens Inc
Arkansas
$241K -$4.91K -109 -2%
GS
427
GTS Securities
Florida
$238K +$254K +5,645 New
HI
428
Horizon Investments
North Carolina
$237K +$3.15K +70 +1%
CA
429
Cetera Advisors
Colorado
$237K +$2.79K +62 +1%
SW
430
SVB Wealth
Massachusetts
$237K -$7.16K -159 -3%
BFG
431
Bleakley Financial Group
New Jersey
$235K -$58.9K -1,307 -19%
SS
432
Simplicity Solutions
Minnesota
$235K -$58.8K -1,305 -19%
IAS
433
Insigneo Advisory Services
Florida
$235K -$90 -2 -0%
T
434
TOBAM
France
$233K – – –
EH
435
Equitable Holdings
New York
$233K +$1.17K +26 +0.5%
GWAG
436
Garrett Wealth Advisory Group
Texas
$228K -$1.71K -38 -0.7%
FTDI
437
First Trust Direct Indexing
Massachusetts
$228K +$10.7K +237 +5%
NW
438
NewEdge Wealth
Pennsylvania
$227K -$56K -1,242 -19%
SWP
439
Stratos Wealth Partners
Ohio
$226K -$4.59K -102 -2%
BCA
440
Bay Colony Advisors
Massachusetts
$222K -$11.4K -253 -5%
VSQM
441
V-Square Quantitative Management
Illinois
$221K +$180K +4,001 +320%
HWA
442
Hilltop Wealth Advisors
North Carolina
$220K – – –
WOC
443
West Oak Capital
California
$217K – – –
CTC
444
Central Trust Company
Missouri
$217K – – –
Capstone Investment Advisors
445
Capstone Investment Advisors
New York
$215K +$230K +5,101 New
RWMH
446
Riverpoint Wealth Management Holdings
Illinois
$215K – – –
ASN
447
Advisory Services Network
Georgia
$214K +$6.35K +141 +3%
CCM
448
Coldstream Capital Management
Washington
$212K -$26.7K -593 -11%
CW
449
CreativeOne Wealth
Kansas
$212K -$21.5K -478 -9%
PMA
450
Prudent Man Advisors
Illinois
$209K – – –