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Forrester Research

Name Holding Trade Value Shares
Change
Change in
Stake
IC
51
Inscription Capital
Texas
$167K +$17.5K +2,686 +16%
Mariner
52
Mariner
Kansas
$156K +$121K +18,571 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$136K +$89.1K +13,642 New
Squarepoint
54
Squarepoint
New York
$132K -$125K -19,119 -55%
OAM
55
Oppenheimer Asset Management
New York
$132K +$102K +15,672 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$131K +$19.2K +2,936 +23%
Invesco
57
Invesco
Georgia
$111K -$48.3K -7,390 -36%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$110K +$85.1K +13,026 New
SPIA
59
Steward Partners Investment Advisory
New York
$101K +$78.6K +12,032 New
American Century Companies
60
American Century Companies
Missouri
$98.5K
Corient Private Wealth
61
Corient Private Wealth
Florida
$92.9K +$72.2K +11,048 New
AAP
62
Arax Advisory Partners
Colorado
$84.8K +$55.6K +8,507 +541%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$80.7K +$15.2K +2,322 +32%
VCM
64
Versant Capital Management
Arizona
$70.3K +$21.1K +3,237 +63%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$51.6K -$55K -8,424 -58%
Vanguard Global Advisers
66
Vanguard Global Advisers
Pennsylvania
$34.1K
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$30.1K -$17.8K -2,728 -43%
CS
68
Clear Street
New York
$26.2K -$436K -66,828 -96%
EP
69
Elkhorn Partners
Nebraska
$25.2K -$13.1K -2,000 -40%
GI
70
GAMMA Investing
California
$12.7K +$2.76K +423 +39%
IWC
71
Integrated Wealth Concepts
Massachusetts
$9.73K +$7.56K +1,157 New
UBS Group
72
UBS Group
Switzerland
$7.43K -$11.8K -1,812 -67%
Simplex Trading
73
Simplex Trading
Illinois
$6.43K -$142K -21,785 -97%
AF
74
Allworth Financial
California
$5.68K +$3K +459 +213%
EP
75
Essential Partners
California
$5.47K -$3.46K -529 -45%