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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
301
Cerity Partners
New York
$330K +$104K +2,054 +45%
BCV
302
Banque Cantonale Vaudoise
Switzerland
$327K – – –
WA
303
Wealth Alliance
New York
$326K +$82.2K +1,624 +33%
Verition Fund Management
304
Verition Fund Management
Connecticut
$314K -$68.5K -1,354 -18%
BCM
305
Buckhead Capital Management
Georgia
$312K – – –
WBG
306
Wharton Business Group
Pennsylvania
$310K – – –
Tudor Investment Corp
307
Tudor Investment Corp
Connecticut
$310K +$316K +6,248 New
PWM
308
Perigon Wealth Management
California
$305K +$11.9K +236 +4%
LJAC
309
L.J. Altfest & Co
New York
$304K +$310K +6,130 New
PA
310
Profund Advisors
Maryland
$301K -$34.8K -688 -10%
TAM
311
Taurus Asset Management
New York
$297K – – –
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$296K +$7.44K +147 +3%
OIA
313
OneDigital Investment Advisors
Kansas
$296K +$5.36K +106 +2%
GCP
314
GSA Capital Partners
United Kingdom
$294K +$70.6K +1,395 +31%
BFM
315
Boothbay Fund Management
New York
$291K +$298K +5,880 New
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$282K -$63.7K -1,259 -18%
CWS
317
Confluence Wealth Services
Pennsylvania
$276K +$282K +5,569 New
II
318
Inspire Investing
Idaho
$273K +$26.1K +516 +10%
AAM
319
Advisors Asset Management
Colorado
$270K -$265K -5,232 -49%
BC
320
Bridgefront Capital
Texas
$269K +$275K +5,429 New
Franklin Resources
321
Franklin Resources
California
$258K -$24.9M -491,285 -99%
GJCM
322
Grand Jean Capital Management
California
$248K – – –
SP
323
Successful Portfolios
Florida
$248K – – –
KeyBank National Association
324
KeyBank National Association
Ohio
$236K -$152 -3 -0.1%
BPA
325
Beacon Pointe Advisors
California
$236K +$9.56K +189 +4%