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