We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.08M
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.03M +$2.4K +243 +0.2%
DC
28
Diametric Capital
Massachusetts
$1.03M +$180K +18,267 +18%
JP Morgan Chase
29
JP Morgan Chase
New York
$915K +$5.26K +533 +0.5%
Northern Trust
30
Northern Trust
Illinois
$770K -$5.3K -537 -0.6%
BA
31
Bard Associates
Illinois
$736K -$29.6K -3,000 -3%
Boston Partners
32
Boston Partners
Massachusetts
$712K -$131K -13,283 -14%
State Street
33
State Street
Massachusetts
$711K
AA
34
Ancora Advisors
Ohio
$696K +$796K +80,530 New
Morgan Stanley
35
Morgan Stanley
New York
$695K -$45.5K -4,603 -5%
PWS
36
Precision Wealth Strategies
Missouri
$686K -$19.1K -1,936 -2%
PCM
37
Prelude Capital Management
New York
$610K +$83.2K +8,421 +14%
First Trust Advisors
38
First Trust Advisors
Illinois
$339K +$48.1K +4,865 +14%
FNBT
39
FineMark National Bank & Trust
Florida
$196K
EWA
40
Exencial Wealth Advisors
Oklahoma
$174K -$8.42K -852 -4%
CA
41
Corrado Advisors
New Jersey
$166K -$45.4K -4,600 -19%
PP
42
PDT Partners
New York
$150K -$87.9K -8,900 -34%
ZCM
43
Zebra Capital Management
Connecticut
$143K +$7.95K +805 +5%
Principal Financial Group
44
Principal Financial Group
Iowa
$136K +$155K +15,713 New
SWP
45
Stratos Wealth Partners
Ohio
$133K
UBS Group
46
UBS Group
Switzerland
$130K -$29.9K -3,028 -17%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$130K +$43.5K +4,400 +41%
PAG
48
Private Advisor Group
New Jersey
$118K +$1.7K +172 +1%
KPWS
49
Kestra Private Wealth Services
Texas
$115K
IAA
50
Independent Advisor Alliance
North Carolina
$108K +$2.75K +278 +2%