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Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
Simplicity Wealth
New Jersey
$716K -$49.8K -1,755 -6%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$695K -$13.2K -466 -2%
ACM
78
Aquatic Capital Management
Illinois
$694K +$783K +27,600 New
JP Morgan Chase
79
JP Morgan Chase
New York
$691K -$124K -4,374 -14%
Franklin Resources
80
Franklin Resources
California
$680K -$102K -3,583 -12%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$651K -$94.7K -3,339 -11%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$649K -$55.1K -1,943 -7%
GD
83
Grandfield & Dodd
New York
$647K -$18.9K -665 -3%
Skandinaviska Enskilda Banken (SEB)
84
Skandinaviska Enskilda Banken (SEB)
Sweden
$600K
VWM
85
Venturi Wealth Management
Texas
$598K -$3.8K -134 -0.6%
GCM
86
Graham Capital Management
Connecticut
$595K +$672K +23,691 New
Citigroup
87
Citigroup
New York
$580K +$127K +4,489 +24%
BCI
88
Brinker Capital Investments
Pennsylvania
$532K -$35.5K -1,251 -6%
OPS
89
Orion Portfolio Solutions
Nebraska
$532K -$35.5K -1,251 -6%
Creative Planning
90
Creative Planning
Kansas
$504K -$475K -16,761 -46%
CI
91
Clal Insurance
Israel
$503K
Prudential Financial
92
Prudential Financial
New Jersey
$496K -$131K -4,632 -19%
Vanguard Personalized Indexing Management
93
Vanguard Personalized Indexing Management
California
$481K -$13.3K -468 -2%
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$470K +$35K +1,236 +7%
Point72 Asset Management
95
Point72 Asset Management
Connecticut
$457K +$516K +18,184 New
Capital Fund Management (CFM)
96
Capital Fund Management (CFM)
France
$439K -$627K -22,099 -56%
SFA
97
Sequoia Financial Advisors
Ohio
$437K -$68.5K -2,417 -12%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$434K -$2.67K -94 -0.5%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$431K -$126K -4,450 -21%
GA
100
Geller Advisors
New York
$431K