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Name Holding Trade Value Shares
Change
Change in
Stake
OL
151
Optas LLC
Texas
$71.9K +$70.8K +30,446 New
EFSCE
152
Enterprise Financial Services Corp (EFSC)
Missouri
$71.2K +$9.12K +3,922 +15%
CCM
153
Coldstream Capital Management
Washington
$71K +$7.79K +3,354 +13%
CWM
154
Cherrydale Wealth Management
New Jersey
$70.3K +$69.2K +29,768 New
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$70K -$1.93K -830 -3%
M&T Bank
156
M&T Bank
New York
$69.6K
HighTower Advisors
157
HighTower Advisors
Illinois
$69K +$67.8K +29,184 New
DAS
158
Dynamic Advisor Solutions
Arizona
$65.7K +$64.7K +27,854 New
SEI Investments
159
SEI Investments
Pennsylvania
$63.3K +$62.4K +26,832 New
CPA
160
Capital Planning Advisors
California
$63.1K +$62.2K +26,750 New
NMC
161
Nine Masts Capital
Hong Kong
$60.9K
XT
162
XTX Topco
Cayman Islands
$59.5K -$109K -46,976 -65%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$59K +$1.19K +510 +2%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$58K +$13.2K +5,666 +30%
FA
165
FDx Advisors
Illinois
$58K +$57.6K +24,766 New
EPAM
166
Euro Pacific Asset Management
Puerto Rico
$51K +$48.3K +20,780 New
CG
167
Colony Group
Massachusetts
$50K
Prudential Financial
168
Prudential Financial
New Jersey
$48K -$1.27M -547,976 -96%
BTI
169
Blue Trust Inc
Georgia
$48K -$76.3K -32,842 -61%
AssetMark Inc
170
AssetMark Inc
California
$45.5K +$9.05K +3,892 +25%
GWS
171
Glassman Wealth Services
Virginia
$35.5K +$8.41K +3,620 +32%
Osaic Holdings
172
Osaic Holdings
Arizona
$33.3K -$93.8K -40,352 -74%
TPCW
173
TD Private Client Wealth
New York
$31.6K +$1.26K +542 +4%
SWM
174
Spire Wealth Management
Virginia
$30.2K
AF
175
Allworth Financial
California
$24.5K +$7.99K +3,436 +50%