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Name Holding Trade Value Shares
Change
Change in
Stake
DC
201
Davenport & Co
Virginia
$622K +$58.2K +152 +12%
SWM
202
StoneCrest Wealth Management
Arizona
$609K -$269K -704 -33%
LWAM
203
Legacy Wealth Asset Management
Minnesota
$603K +$13.4K +35 +3%
KIA
204
Knollwood Investment Advisory
Maryland
$601K +$535K +1,398 New
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$600K -$46.3K -121 -8%
S
206
SignatureFD
Georgia
$600K -$18.4K -48 -3%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$599K -$26K -68 -5%
PAS
208
Park Avenue Securities
New York
$569K +$34.1K +89 +7%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$564K -$42.1K -110 -8%
Corient Private Wealth
210
Corient Private Wealth
Florida
$553K +$34.1K +89 +7%
RhumbLine Advisers
211
RhumbLine Advisers
Massachusetts
$552K -$364K -952 -43%
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$549K -$66.2K -173 -12%
VF
213
Virtu Financial
New York
$524K +$466K +1,218 New
MGWM
214
Marks Group Wealth Management
Minnesota
$514K +$3.83K +10 +0.8%
TRCT
215
Tower Research Capital (TRC)
New York
$493K +$377K +985 +608%
LFAS
216
Level Four Advisory Services
Texas
$489K +$435K +1,136 New
OIA
217
OneDigital Investment Advisors
Kansas
$454K +$404K +1,055 New
PI
218
PEAK6 Investments
Illinois
$431K +$383K +1,000 +33,333%
PA
219
Profund Advisors
Maryland
$418K +$10.7K +28 +3%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$412K +$367K +959 New
YCM
221
Yousif Capital Management
Michigan
$412K
Victory Capital Management
222
Victory Capital Management
Texas
$396K -$72.7K -190 -17%
UBS AM
223
UBS AM
Illinois
$395K -$16.4M -42,731 -98%
William Blair & Company
224
William Blair & Company
Illinois
$392K -$204K -534 -37%
NYLIM
225
New York Life Investment Management
New York
$388K +$3.06K +8 +0.9%