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Name Holding Trade Value Shares
Change
Change in
Stake
NW
76
NewEdge Wealth
Pennsylvania
$480K +$575K +20,173 New
Barclays
77
Barclays
United Kingdom
$453K +$361K +12,649 +199%
VanEck Associates
78
VanEck Associates
New York
$452K – – –
FFM
79
Forum Financial Management
Illinois
$443K – – –
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$435K +$23.5K +823 +5%
LNWWM
81
Laird Norton Wetherby Wealth Management
California
$399K +$94K +3,296 +24%
AWM
82
Altium Wealth Management
New York
$398K -$94.3K -3,304 -17%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$372K +$116K +4,078 +35%
ASN
84
Advisory Services Network
Georgia
$371K +$99.5K +3,487 +29%
S
85
SignatureFD
Georgia
$358K +$13.3K +467 +3%
State Street
86
State Street
Massachusetts
$346K +$415K +14,536 New
PAS
87
Park Avenue Securities
New York
$344K -$76.4K -2,679 -16%
AP
88
Advisor Partners
California
$319K +$38.8K +1,359 +11%
UBS Group
89
UBS Group
Switzerland
$316K -$29.8K -1,046 -7%
QCG
90
Quadrant Capital Group
Ohio
$312K -$16.7K -586 -4%
Creative Planning
91
Creative Planning
Kansas
$312K +$374K +13,102 New
IRC
92
Investors Research Corp
Georgia
$311K – – –
FIM
93
Freedom Investment Management
Connecticut
$305K -$10.2K -357 -3%
LG
94
Leuthold Group
Minnesota
$295K – – –
GT
95
Greenleaf Trust
Michigan
$284K -$11.5K -403 -3%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$271K -$6.25K -219 -2%
ACM
97
Ativo Capital Management
Illinois
$270K +$324K +11,350 New
TI
98
Telemetry Investments
New York
$262K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$253K -$4.88K -171 -2%
CCP
100
Corient Capital Partners
California
$247K -$118K -4,130 -28%