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Crexendo

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.75M +$1.66M +565,511 New
BA
2
Bard Associates
Illinois
$1.59M +$87.6K +29,896 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.2M +$16.9K +5,754 +2%
EIM
4
Essex Investment Management
Massachusetts
$527K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$291K +$185K +63,016 +204%
OGF
6
Orin Green Financial
California
$153K
IA
7
IFP Advisors
Florida
$99K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$73K
BlackRock
9
BlackRock
New York
$57K -$887 -303 -2%
Northern Trust
10
Northern Trust
Illinois
$52K
State Street
11
State Street
Massachusetts
$39K
PAG
12
Private Advisor Group
New Jersey
$34K +$32.2K +11,000 New
UBS Group
13
UBS Group
Switzerland
$8K +$8.01K +2,735 New
TCWM
14
Total Clarity Wealth Management
Illinois
$6K +$5.63K +1,923 New
GWM
15
Geneos Wealth Management
Colorado
$2K
Renaissance Technologies
16
Renaissance Technologies
New York
-$138K -37,886 Closed
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
-$39K -11,084 Closed
Simplex Trading
18
Simplex Trading
Illinois
-$4.49K -1,534 Closed
TRCT
19
Tower Research Capital (TRC)
New York
-$4K -1,229 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$972 -332 -77%
Wells Fargo
21
Wells Fargo
California
+$23 +8 +13%
HI
22
Harbour Investments
Wisconsin
+$117 +40 New