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Name Holding Trade Value Shares
Change
Change in
Stake
LTM
151
Lotus Technology Management
Florida
$163K +$157K +57,386 New
BWA
152
Basecamp Wealth Advisors
Washington
$161K +$155K +56,778 New
TRCT
153
Tower Research Capital (TRC)
New York
$158K +$137K +50,219 +926%
AWM
154
Avior Wealth Management
Nebraska
$155K +$759 +278 +0.5%
EWA
155
EverSource Wealth Advisors
Alabama
$155K -$16.8K -6,135 -10%
QCM
156
QRG Capital Management
Illinois
$154K -$30.7K -11,237 -17%
Barclays
157
Barclays
United Kingdom
$151K -$401K -146,729 -73%
Bessemer Group
158
Bessemer Group
New Jersey
$151K +$12.1K +4,430 +9%
HWM
159
HB Wealth Management
Georgia
$151K +$64K +23,454 +79%
AAP
160
Arax Advisory Partners
Colorado
$150K +$103K +37,885 +251%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$145K +$8.3K +3,041 +6%
RCA
162
Resonant Capital Advisors
Wisconsin
$138K +$132K +48,453 New
Mitsubishi UFJ Trust & Banking
163
Mitsubishi UFJ Trust & Banking
Japan
$128K
NI
164
Natural Investments
California
$127K +$5.63K +2,060 +5%
QPWM
165
Quadrant Private Wealth Management
Pennsylvania
$122K +$53.5K +19,578 +84%
Vontobel Holding
166
Vontobel Holding
Switzerland
$121K +$2.56K +938 +2%
GM
167
GeoWealth Management
Illinois
$121K +$22.3K +8,161 +24%
Lido Advisors
168
Lido Advisors
California
$118K +$12.2K +4,454 +12%
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$117K +$18.6K +6,801 +20%
Osaic Holdings
170
Osaic Holdings
Arizona
$115K +$33.1K +12,124 +43%
VF
171
Vest Financial
Virginia
$112K +$29.6K +10,844 +38%
TI
172
Tidal Investments
Wisconsin
$111K +$19.7K +7,228 +23%
VCA
173
Verdence Capital Advisors
Maryland
$108K -$11.6K -4,245 -10%
AG
174
Ascent Group
Virginia
$105K -$4.85K -1,776 -5%
DAS
175
Dynamic Advisor Solutions
Arizona
$105K +$17.1K +6,266 +20%