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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
ForthRight Wealth Management
Georgia
$170K
PAM
27
Panagora Asset Management
Massachusetts
$148K +$177K +235,099 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$141K -$967 -1,285 -0.6%
Nuveen
29
Nuveen
North Carolina
$129K +$808 +1,073 +0.5%
JP Morgan Chase
30
JP Morgan Chase
New York
$120K -$34.3K -45,500 -19%
AllianceBernstein
31
AllianceBernstein
Tennessee
$118K
CAM
32
Cresset Asset Management
Illinois
$115K
Squarepoint
33
Squarepoint
New York
$112K +$62.3K +82,786 +88%
Invesco
34
Invesco
Georgia
$109K +$17K +22,627 +15%
EF
35
Empowered Funds
Pennsylvania
$96.8K +$116K +153,835 New
Morgan Stanley
36
Morgan Stanley
New York
$84.8K -$361K -479,531 -78%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$70K -$13.4K -17,759 -14%
IC
38
IEQ Capital
California
$69.9K +$66.8K +88,760 +398%
UBS Group
39
UBS Group
Switzerland
$65.2K -$14.5K -19,322 -16%
MAA
40
Matrix Asset Advisors
New York
$62.9K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$61.5K -$1.78K -2,367 -2%
DWM
42
Diversify Wealth Management
Utah
$59.8K
Bank of America
43
Bank of America
North Carolina
$56.8K +$8.35K +11,086 +14%
BP
44
BBR Partners
New York
$54K
XT
45
XTX Topco
Cayman Islands
$49.6K +$16.8K +22,288 +39%
Deutsche Bank
46
Deutsche Bank
Germany
$47.4K
Prudential Financial
47
Prudential Financial
New Jersey
$43.3K +$43.6K +57,910 +530%
NMC
48
Nine Masts Capital
Hong Kong
$43.3K +$35.8K +47,617 +225%
TSS
49
Two Sigma Securities
New York
$42.6K +$27.1K +36,038 +114%
Ameriprise
50
Ameriprise
Minnesota
$34.6K -$69.4K -92,232 -63%