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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
HCC
126
Hirtle Callaghan & Co
Pennsylvania
$63.8K
CWM
127
Cherrydale Wealth Management
New Jersey
$60.8K
ECM
128
ExodusPoint Capital Management
New York
$59K +$25.1K +7,090 +54%
IF
129
Integrity Financial
Wyoming
$58K
JF
130
Jump Financial
Illinois
$58K +$14.8K +4,195 +27%
JMPWA
131
JP Morgan Private Wealth Advisors
California
$56.2K
Prudential Financial
132
Prudential Financial
New Jersey
$54.6K
Stifel Financial
133
Stifel Financial
Missouri
$52.7K -$5.3K -1,500 -8%
PA
134
Procyon Advisors
Connecticut
$51.2K
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$51K +$3.8K +1,074 +7%
Mariner
136
Mariner
Kansas
$50.7K -$44.3K -12,523 -42%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$50K
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$44.1K +$53.8K +15,210 New
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$44K
1IA
140
1620 Investment Advisors
Massachusetts
$43K +$52.4K +14,829 New
FFM
141
Forum Financial Management
Illinois
$41.8K
X
142
Xponance
Pennsylvania
$41.6K
Neuberger Berman Group
143
Neuberger Berman Group
New York
$39.2K +$10.5K +2,957 +28%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$39K -$23K -6,518 -32%
LPL Financial
145
LPL Financial
California
$35.7K -$237 -67 -0.5%
Vanguard Personalized Indexing Management
146
Vanguard Personalized Indexing Management
California
$35.2K -$1.17K -332 -3%
EAM
147
Evanson Asset Management
California
$34.8K +$42.4K +12,000 New
BFG
148
Bleakley Financial Group
New Jersey
$33.6K +$3.23K +915 +9%
SS
149
Simplicity Solutions
Minnesota
$33.6K +$3.23K +915 +9%
RJA
150
Raymond James & Associates
Florida
$33K -$8.84K -2,500 -18%