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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
201
Cherry Creek Investment Advisors
Colorado
$340K +$343K +2,713 New
NWAG
202
Net Worth Advisory Group
Utah
$337K +$1.77K +14 +0.5%
Lido Advisors
203
Lido Advisors
California
$335K +$128K +1,009 +61%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$333K -$36.3K -287 -10%
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$313K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$312K +$46.6K +369 +17%
CG
207
Cynosure Group
Utah
$306K -$39.9K -316 -11%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$302K
HWM
209
Hohimer Wealth Management
Washington
$302K +$20K +158 +7%
AA
210
Armis Advisers
Georgia
$295K +$298K +2,356 New
AAS
211
Avantax Advisory Services
Texas
$294K -$17.8K -141 -6%
CTC
212
Cetera Trust Company
Minnesota
$286K +$5.06K +40 +2%
HFO
213
Heritage Family Offices
Arizona
$285K +$20.1K +159 +8%
Jane Street
214
Jane Street
New York
$284K -$759K -6,008 -73%
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$278K
EWA
216
EP Wealth Advisors
California
$276K +$42K +332 +18%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$272K -$7.58K -60 -3%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$272K -$5.69K -45 -2%
DFP
219
Defined Financial Planning
California
$270K +$273K +2,156 New
BA
220
Bridgewater Associates
Connecticut
$260K -$751K -5,944 -74%
YIH
221
Y-Intercept (HK)
Hong Kong
$258K +$260K +2,059 New
DWM
222
Dakota Wealth Management
Florida
$254K +$49.8K +394 +24%
MFIM
223
Mesirow Financial Investment Management
Illinois
$237K +$2.53K +20 +1%
SAM
224
Shell Asset Management
Netherlands
$231K -$758 -6 -0.3%
SI
225
Stephens Inc
Arkansas
$226K