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Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$1.08M -$2.21M -57,928 -65%
Prudential Financial
77
Prudential Financial
New Jersey
$1.06M +$329K +8,644 +40%
LWAM
78
Legacy Wealth Asset Management
Minnesota
$1.04M +$516K +13,544 +85%
CGPCS
79
Capital Group Private Client Services
California
$1.01M
ACM
80
Ativo Capital Management
Illinois
$1M -$11.4K -299 -1%
UCFA
81
United Capital Financial Advisors
Texas
$982K -$31K -814 -3%
VAS
82
Vestmark Advisory Solutions
Massachusetts
$979K -$403K -10,584 -28%
GA
83
Geller Advisors
New York
$963K -$1.91K -50 -0.2%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$936K +$723K +18,963 +250%
Creative Planning
85
Creative Planning
Kansas
$923K +$239K +6,281 +32%
BCI
86
Brinker Capital Investments
Pennsylvania
$921K +$279K +7,322 +39%
OPS
87
Orion Portfolio Solutions
Nebraska
$921K +$279K +7,322 +39%
NA
88
Navellier & Associates
Nevada
$903K +$56.6K +1,485 +6%
GD
89
Grandfield & Dodd
New York
$882K +$125K +3,285 +15%
VWM
90
Venturi Wealth Management
Texas
$864K +$1.94K +51 +0.2%
CL
91
CIM LLC
New York
$856K +$7.2K +189 +0.8%
BFG
92
Bleakley Financial Group
New Jersey
$846K -$18.1K -475 -2%
SS
93
Simplicity Solutions
Minnesota
$846K -$17.2K -452 -2%
BNP Paribas Asset Management
94
BNP Paribas Asset Management
France
$836K
MSAM
95
Moloney Securities Asset Management
Missouri
$801K -$286K -7,500 -25%
SFA
96
Sequoia Financial Advisors
Ohio
$771K +$59.3K +1,557 +8%
Citigroup
97
Citigroup
New York
$760K +$490K +12,863 +148%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$721K +$779K +20,441 New
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$700K -$75.7K -1,987 -9%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$667K +$188K +4,945 +35%