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Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$672K -$1.18M -13,159 -67%
AS
102
Altshuler Shaham
Israel
$665K +$199K +2,217 +54%
PIP
103
Palisades Investment Partners
California
$662K +$25.4K +284 +5%
SAM
104
Silvercrest Asset Management
New York
$650K +$11.2K +125 +2%
CL
105
CIM LLC
New York
$633K -$2.87K -32 -0.5%
BTI
106
Blue Trust Inc
Georgia
$617K +$14.4K +161 +3%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$603K +$36K +402 +8%
ECM
108
ExodusPoint Capital Management
New York
$596K +$508K +5,672 New
RC
109
Rexford Capital
Texas
$576K
WS
110
Wedbush Securities
California
$575K -$74.2K -828 -13%
TC
111
Truvestments Capital
Florida
$567K -$220K -2,454 -31%
BFM
112
Boothbay Fund Management
New York
$551K -$195K -2,180 -29%
YMRC
113
Yorktown Management & Research Company
Virginia
$546K
Barclays
114
Barclays
United Kingdom
$546K -$1.29M -14,416 -73%
IAA
115
Independent Advisor Alliance
North Carolina
$544K +$26.6K +297 +6%
CPA
116
Cardiff Park Advisors
California
$525K
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$514K +$11.5K +128 +3%
CG
118
Cynosure Group
Utah
$509K
Amundi
119
Amundi
France
$493K -$50.7K -566 -12%
LAM
120
Lifestyle Asset Management
Texas
$488K +$26.7K +298 +7%
OPPS
121
Obsidian Personal Planning Solutions
Maryland
$480K -$10.9K -122 -3%
SOW
122
State of Wyoming
Wyoming
$448K +$46.2K +516 +14%
Creative Planning
123
Creative Planning
Kansas
$431K -$4.66K -52 -1%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$398K -$93.9K -1,048 -22%
REMPR
125
Roof Eidam Maycock Peralta (REMP)
California
$381K