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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$384K -$24.6K -549 -6%
Cerity Partners
77
Cerity Partners
New York
$369K +$110K +2,453 +46%
BFG
78
Beacon Financial Group
Texas
$367K +$37.5K +837 +12%
Brown Advisory
79
Brown Advisory
Maryland
$360K
FTDI
80
First Trust Direct Indexing
Massachusetts
$359K +$55.7K +1,245 +20%
EI
81
Ellevest Inc
New York
$347K +$92.4K +2,063 +39%
NA
82
NewEdge Advisors
Louisiana
$343K +$11.4K +254 +4%
Charles Schwab
83
Charles Schwab
California
$340K +$118K +2,642 +59%
VF
84
Virtu Financial
New York
$338K +$318K +7,110 New
CFFP
85
Center for Financial Planning
Michigan
$317K +$23K +513 +8%
NS
86
NBC Securities
Alabama
$314K -$8.15K -182 -3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$309K -$1.35M -30,251 -82%
UCFA
88
United Capital Financial Advisors
Texas
$296K +$279K +6,230 New
CAN
89
Cetera Advisor Networks
California
$295K -$131K -2,927 -32%
Citigroup
90
Citigroup
New York
$281K -$41.1K -919 -13%
WS
91
Wedbush Securities
California
$278K +$716 +16 +0.3%
RWM
92
Ritholtz Wealth Management
New York
$275K -$29.8K -666 -10%
Osaic Holdings
93
Osaic Holdings
Arizona
$274K -$374K -8,351 -59%
YIH
94
Y-Intercept (HK)
Hong Kong
$267K +$252K +5,623 New
QCG
95
Quadrant Capital Group
Ohio
$259K +$19.3K +431 +9%
Millennium Management
96
Millennium Management
New York
$256K -$158K -3,519 -40%
Corient Private Wealth
97
Corient Private Wealth
Florida
$246K +$8.1K +181 +4%
Franklin Resources
98
Franklin Resources
California
$242K -$2.28K -51 -1%
SCM
99
SOL Capital Management
Maryland
$235K
BCI
100
Brinker Capital Investments
Pennsylvania
$227K +$205K +4,580 New