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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4M +$491K +295,379 +36%
SSWM
2
Smith Salley Wealth Management
North Carolina
$460K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$319K +$12.4K +7,497 +3%
BPA
4
Beacon Pointe Advisors
California
$309K +$244K +147,058 +147%
UBS Group
5
UBS Group
Switzerland
$249K -$6.26K -3,770 -2%
KPWS
6
Kestra Private Wealth Services
Texas
$178K
OSAM
7
O'Shaughnessy Asset Management
Connecticut
$174K
RWM
8
Ritholtz Wealth Management
New York
$174K
Stifel Financial
9
Stifel Financial
Missouri
$125K
BlackRock
10
BlackRock
New York
$110K +$23.9K +14,399 +20%
State Street
11
State Street
Massachusetts
$98K
SAMC
12
Spectrum Asset Management (California)
California
$93K
SPC
13
Sigma Planning Corp
Michigan
$92.3K +$664 +400 +0.5%
Morgan Stanley
14
Morgan Stanley
New York
$90.9K
CFS
15
Cannon Financial Strategists
Georgia
$85.9K -$19.3K -11,652 -14%
AR
16
Advisory Research
Illinois
$62.5K
Northern Trust
17
Northern Trust
Illinois
$61.9K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$48.1K -$33.7K -20,294 -35%
DOA
19
D'Orazio & Associates
Virginia
$41.2K
Citadel Advisors
20
Citadel Advisors
Florida
$37K +$49.2K +29,632 New
Raymond James Financial
21
Raymond James Financial
Florida
$35.2K +$23.6K +14,242 +102%
VF
22
Virtu Financial
New York
$34K +$45.4K +27,345 New
Squarepoint
23
Squarepoint
New York
$29.7K +$39.5K +23,798 New
Goldman Sachs
24
Goldman Sachs
New York
$28.7K +$38.2K +22,999 New
HF
25
HRT Financial
New York
$26K +$34.6K +20,851 New