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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
126
Vestmark Advisory Solutions
Massachusetts
$232K +$58.3K +14,784 +33%
CLOS
127
Compagnie Lombard Odier SCmA
Switzerland
$231K +$118K +30,000 +100%
PP
128
PDS Planning
Ohio
$221K +$64.9K +16,472 +40%
Bessemer Group
129
Bessemer Group
New Jersey
$209K -$2.09K -530 -1%
Stifel Financial
130
Stifel Financial
Missouri
$206K +$55.5K +14,076 +36%
EGM
131
Engineers Gate Manager
New York
$191K +$195K +49,458 New
PA
132
Profund Advisors
Maryland
$187K -$6.49K -1,646 -3%
ECM
133
Evergreen Capital Management
Washington
$186K +$68.6K +17,412 +57%
Legal & General Group
134
Legal & General Group
United Kingdom
$185K
TRCT
135
Tower Research Capital (TRC)
New York
$181K +$107K +27,210 +137%
KPWS
136
Kestra Private Wealth Services
Texas
$177K +$8.67K +2,200 +5%
PA
137
Parallel Advisors
California
$176K -$12.1K -3,078 -6%
MGP
138
Metis Global Partners
California
$176K
BP
139
Ballentine Partners
Massachusetts
$174K -$1.02K -258 -0.6%
LWAM
140
Legacy Wealth Asset Management
Minnesota
$174K +$178K +45,186 New
CG
141
Caprock Group
Idaho
$169K -$788 -200 -0.5%
Squarepoint
142
Squarepoint
New York
$162K +$45.3K +11,488 +38%
OWM
143
OneAscent Wealth Management
Alabama
$159K +$162K +41,186 New
PWPS
144
Pinnacle Wealth Planning Services
Ohio
$157K +$30K +7,598 +23%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$149K +$2.48K +628 +2%
LPL Financial
146
LPL Financial
California
$135K -$58.6K -14,874 -30%
LSA
147
Leonteq Securities AG
Switzerland
$131K +$64.8K +16,442 +94%
CG
148
Colony Group
Massachusetts
$130K -$30K -7,600 -18%
SIA
149
Schechter Investment Advisors
Michigan
$129K +$12K +3,054 +10%
BCM
150
Bayesian Capital Management
New York
$127K +$130K +33,000 New