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Name Holding Trade Value Shares
Change
Change in
Stake
SRG
351
SBB Research Group
Illinois
$240K +$242K +5,217 New
APA
352
American Portfolios Advisors
New York
$236K
FCBT
353
First Citizens Bank & Trust
North Carolina
$234K +$16.9K +364 +8%
AWM
354
AE Wealth Management
Kansas
$229K +$4.83K +104 +2%
TFP
355
Tilia Fiduciary Partners
North Carolina
$225K +$228K +4,896 New
PRC
356
Pearl River Capital
Michigan
$221K -$143K -3,068 -39%
BC
357
Bridgefront Capital
Texas
$220K +$223K +4,790 New
RIG
358
Roosevelt Investment Group
New York
$218K +$220K +4,741 New
Vanguard Personalized Indexing Management
359
Vanguard Personalized Indexing Management
California
$217K +$219K +4,719 New
GCM
360
Gladius Capital Management
Illinois
$215K +$216K +4,657 New
JWCA
361
J.W. Cole Advisors
Florida
$215K +$217K +4,665 New
MWM
362
Modera Wealth Management
New Jersey
$215K +$217K +4,669 New
JSL
363
JT Stratford LLC
Georgia
$210K
VAS
364
Vestmark Advisory Solutions
Massachusetts
$202K +$1.07K +23 +0.5%
FT
365
Fiduciary Trust
Massachusetts
$202K +$204K +4,384 New
SC
366
Shay Capital
New York
$194K +$196K +4,208 New
SAM
367
Shell Asset Management
Netherlands
$181K +$697 +15 +0.4%
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$172K -$4.41M -94,860 -96%
Toronto Dominion Bank
369
Toronto Dominion Bank
Ontario, Canada
$166K +$167K +3,602 New
QC
370
Quent Capital
New York
$144K +$146K +3,132 New
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$132K +$133K +2,864 New
FFWM
372
Future Financial Wealth Management
Ohio
$128K -$56.7K -1,221 -30%
RPCONE
373
Retirement Planning Company of New England
Rhode Island
$117K +$118K +2,548 New
SCA
374
Snowden Capital Advisors
New York
$108K +$109K +2,353 New
WT
375
Washington Trust
Rhode Island
$107K