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Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Tidal Investments
Wisconsin
$1.21M -$467K -17,315 -29%
OAM
52
Oppenheimer Asset Management
New York
$1.2M -$321K -11,916 -22%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.2M +$291K +10,797 +35%
BFG
54
Bleakley Financial Group
New Jersey
$1.15M +$1.09M +40,282 New
Comerica Bank
55
Comerica Bank
Texas
$1.1M +$19.2K +712 +2%
SIA
56
Schechter Investment Advisors
Michigan
$1.04M -$3.53K -131 -0.4%
JW
57
Jenkins Wealth
Colorado
$1.03M +$966K +35,817 New
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$964K +$288K +10,670 +46%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$937K +$24.3K +900 +3%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$936K -$25.8K -958 -3%
Vanguard Personalized Indexing Management
61
Vanguard Personalized Indexing Management
California
$935K +$56K +2,076 +7%
YCM
62
Yousif Capital Management
Michigan
$856K
AWM
63
AE Wealth Management
Kansas
$830K +$781K +28,963 New
DF
64
Donoghue Forlines
Massachusetts
$829K +$294K +10,888 +60%
Corient Private Wealth
65
Corient Private Wealth
Florida
$743K +$699K +25,906 New
FTDI
66
First Trust Direct Indexing
Massachusetts
$697K +$53.9K +1,998 +9%
Barclays
67
Barclays
United Kingdom
$662K +$97.1K +3,600 +18%
GC
68
Guggenheim Capital
Illinois
$662K -$232K -8,601 -27%
PAS
69
Park Avenue Securities
New York
$644K -$5.83K -216 -1%
IWA
70
Intercontinental Wealth Advisors
Texas
$613K +$577K +21,382 New
S
71
SignatureFD
Georgia
$597K +$49.3K +1,829 +10%
Cerity Partners
72
Cerity Partners
New York
$597K +$40.6K +1,505 +8%
EAM
73
Eagle Asset Management
Florida
$558K -$9.92K -368 -2%
QCM
74
Quantinno Capital Management
New York
$550K +$518K +19,198 New
NW
75
NewEdge Wealth
Pennsylvania
$542K -$153K -5,655 -23%