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Name Holding Trade Value Shares
Change
Change in
Stake
Weatherly Asset Management
326
Weatherly Asset Management
California
$228K – – –
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$225K -$41.7K -296 -15%
Claret Asset Management
328
Claret Asset Management
Quebec, Canada
$219K – – –
Maverick Capital
329
Maverick Capital
Texas
$218K +$188K +1,334 +397%
Convergence Investment Partners
330
Convergence Investment Partners
Florida
$209K +$2.11K +15 +0.9%
US Bancorp
331
US Bancorp
Minnesota
$206K +$32K +227 +17%
Capula Management
332
Capula Management
Cayman Islands
$205K +$221K +1,571 New
Independent Financial Group
333
Independent Financial Group
California
$205K – – –
Alyeska Investment Group
334
Alyeska Investment Group
Illinois
$204K -$22.7M -161,485 -99%
Veritable
335
Veritable
Delaware
$204K +$1.97K +14 +0.9%
FWM
336
ForthRight Wealth Management
Georgia
$204K +$6.62K +47 +3%
Ellevest Inc
337
Ellevest Inc
New York
$195K +$22K +156 +12%
Nomura Holdings
338
Nomura Holdings
Japan
$188K -$188K -1,337 -48%
Howe & Rusling
339
Howe & Rusling
New York
$184K -$43.2K -307 -18%
RBC Europe
340
RBC Europe
United Kingdom
$183K – – –
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$169K +$69.4K +493 +61%
AssetMark Inc
342
AssetMark Inc
California
$168K +$177K +1,254 +3,583%
AA
343
Addison Advisors
Vermont
$143K +$155K +1,100 New
Capitolis Advisors
344
Capitolis Advisors
New York
$135K – – –
Bartlett & Co Wealth Management
345
Bartlett & Co Wealth Management
Ohio
$130K – – –
Bartlett & Co
346
Bartlett & Co
Ohio
$130K – – –
FGAM
347
Financial Gravity Asset Management
Texas
$130K +$422 +3 New
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$127K -$96.7K -687 -41%
Leonteq Securities AG
349
Leonteq Securities AG
Switzerland
$124K +$59.5K +423 +80%
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$121K +$131K +930 New