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Name Holding Trade Value Shares
Change
Change in
Stake
WI
401
Wahed Invest
New York
$290K +$288K +3,412 New
AU
402
AlphaGrep UK
$288K -$424K -5,024 -60%
HighTower Advisors
403
HighTower Advisors
Illinois
$286K -$557K -6,599 -66%
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$286K +$284K +3,365 New
OWP
405
ORG Wealth Partners
Texas
$282K +$281K +3,327 New
LTAS
406
Linden Thomas Advisory Services
North Carolina
$273K -$2.87K -34 -1%
GT
407
Greenleaf Trust
Michigan
$271K -$99.2K -1,176 -27%
MF
408
Magnetar Financial
Illinois
$268K +$267K +3,163 New
EWA
409
EP Wealth Advisors
California
$265K +$263K +3,122 New
Bessemer Group
410
Bessemer Group
New Jersey
$264K -$451K -5,342 -63%
SFA
411
Sequoia Financial Advisors
Ohio
$262K -$104K -1,230 -28%
HA
412
Harbor Advisors
Florida
$255K
FTWA
413
Fifth Third Wealth Advisors
Ohio
$252K +$251K +2,972 New
RG
414
Rathbones Group
United Kingdom
$249K -$175K -2,070 -41%
IA
415
IFP Advisors
Florida
$249K +$102K +1,212 +70%
TCWA
416
Turtle Creek Wealth Advisors
Texas
$247K +$246K +2,915 New
CFG
417
Citizens Financial Group
Rhode Island
$242K +$241K +2,851 New
IP
418
Isthmus Partners
Wisconsin
$238K +$236K +2,801 New
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$237K -$65K -771 -22%
WCM Investment Management
420
WCM Investment Management
California
$237K -$279M -3,311,678 -100%
PGF
421
Plan Group Financial
Oklahoma
$236K +$235K +2,782 New
Blackstone Inc
422
Blackstone Inc
New York
$234K -$148K -1,755 -39%
PCP
423
Proficio Capital Partners
Massachusetts
$234K +$232K +2,754 New
S
424
SignatureFD
Georgia
$231K -$10.2K -121 -4%
Jones Financial Companies
425
Jones Financial Companies
Missouri
$230K -$219K -2,597 -49%