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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
First Foundation Advisors
California
$274K
MGWM
252
Marks Group Wealth Management
Minnesota
$270K +$36.9K +149 +12%
PHK
253
Point72 Hong Kong
Hong Kong
$269K -$905K -3,653 -73%
NFG
254
Next Financial Group
Texas
$247K +$32.4K +131 +12%
M&T Bank
255
M&T Bank
New York
$245K +$9.16K +37 +3%
KAS
256
Kestra Advisory Services
Texas
$239K -$48.8K -197 -14%
IC
257
IEQ Capital
California
$230K +$43.6K +176 +18%
CI
258
Cigna Investments
Connecticut
$224K
Cerity Partners
259
Cerity Partners
New York
$218K +$5.2K +21 +2%
VCA
260
Verdence Capital Advisors
Maryland
$218K +$61.2K +247 +29%
RJT
261
Raymond James Trust
Florida
$217K -$8.42K -34 -3%
9WM
262
9258 Wealth Management
Ohio
$214K +$8.67K +35 +3%
William Blair & Company
263
William Blair & Company
Illinois
$212K +$269K +1,084 New
Stifel Financial
264
Stifel Financial
Missouri
$206K -$117K -473 -31%
WG
265
Winton Group
United Kingdom
$206K +$260K +1,050 New
QC
266
QCM Cayman
Texas
$203K +$257K +1,037 New
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$201K -$38.4K -155 -13%
GGHC
268
Gilder Gagnon Howe & Co
New York
$199K +$114K +459 +83%
FGAM
269
Financial Gravity Asset Management
Texas
$196K +$9.41K +38 New
EDRH
270
Edmond de Rothschild Holding
Switzerland
$179K
IA
271
IndexIQ Advisors
New York
$166K +$9.41K +38 +5%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$154K -$3.96K -16 -2%
SPIA
273
Steward Partners Investment Advisory
New York
$154K +$37.2K +150 +24%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K
HCP
275
Hexagon Capital Partners
Arkansas
$127K