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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
701
SageView Advisory Group
California
$381K +$15.3K +126 +5%
DS
702
DRW Securities
Illinois
$380K +$356K +2,940 New
SWP
703
Stratos Wealth Partners
Ohio
$380K -$7.39K -61 -2%
PAS
704
Park Avenue Securities
New York
$378K +$353K +2,918 New
CWM
705
Cornerstone Wealth Management
Missouri
$375K +$14.4K +119 +4%
S
706
Steadtrust
Texas
$375K +$351K +2,902 New
VIM
707
Vancity Investment Management
British Columbia, Canada
$374K -$4.19M -34,560 -92%
FBT
708
First Bankers Trust
Kentucky
$373K
MGP
709
M&G plc
United Kingdom
$373K +$52.3K +432 +18%
CA
710
Clearstead Advisors
Ohio
$373K +$42.1K +348 +14%
STA
711
Summit Trail Advisors
New York
$372K +$348K +2,876 New
IWC
712
Integrated Wealth Concepts
Massachusetts
$371K -$27.5K -227 -7%
Bessemer Group
713
Bessemer Group
New Jersey
$367K -$889K -7,339 -72%
AC
714
AXQ Capital
New Jersey
$366K +$342K +2,826 New
AWM
715
Aries Wealth Management
Maine
$362K
OIA
716
OneDigital Investment Advisors
Kansas
$360K -$9.81K -81 -3%
PPWP
717
Premier Path Wealth Partners
New Jersey
$359K -$23.1K -191 -6%
DWP
718
Daymark Wealth Partners
Ohio
$357K -$6.3K -52 -2%
NERM
719
New England Research & Management
Illinois
$355K
PA
720
Profund Advisors
Maryland
$354K +$33.1K +273 +11%
YIH
721
Y-Intercept (HK)
Hong Kong
$354K +$331K +2,733 New
FPAS
722
Focus Partners Advisor Solutions
Missouri
$351K +$329K +2,713 New
HWA
723
Heartwood Wealth Advisors
Virginia
$349K -$95.2K -786 -23%
QL
724
Quarry LP
New York
$349K +$161K +1,333 +98%
Envestnet Portfolio Solutions
725
Envestnet Portfolio Solutions
Illinois
$346K -$53.2K -439 -14%