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Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SteelPeak Wealth
California
$268K +$274K +1,089 New
TSS
402
Two Sigma Securities
New York
$266K +$273K +1,082 New
CS
403
Credit Suisse
Switzerland
$266K -$41.6K -165 -13%
MWM
404
Mission Wealth Management
California
$262K -$252 -1 -0.1%
PCM
405
Parsons Capital Management
Rhode Island
$261K +$47.9K +190 +22%
PWMAG
406
Pinnacle Wealth Management Advisory Group
New Jersey
$261K -$504 -2 -0.2%
ABC
407
Associated Banc-Corp
Wisconsin
$261K +$8.82K +35 +3%
GLA
408
Great Lakes Advisors
Illinois
$258K +$264K +1,047 New
RCA
409
Resonant Capital Advisors
Wisconsin
$257K – – –
BFS
410
Bradley Foster & Sargent
Connecticut
$256K – – –
GGS
411
Galvin Gaustad & Stein
Arizona
$248K – – –
PAM
412
Panagora Asset Management
Massachusetts
$248K -$257K -1,021 -50%
AQR Capital Management
413
AQR Capital Management
Connecticut
$247K +$253K +1,004 New
MSCM
414
McElhenny Sheffield Capital Management
Texas
$246K – – –
Susquehanna International Group
415
Susquehanna International Group
Pennsylvania
$246K -$647K -2,568 -72%
MCA
416
Millennium Capital Advisors
Arkansas
$234K – – –
BWA
417
Brave Warrior Advisors
New York
$234K – – –
DIA
418
Dana Investment Advisors
Wisconsin
$230K +$236K +935 New
IC
419
IEQ Capital
California
$227K -$16.6K -66 -7%
SPC
420
Sigma Planning Corp
Michigan
$226K -$12.6K -50 -5%
JSP
421
Jackson Square Partners
California
$224K – – –
HSBC Holdings
422
HSBC Holdings
United Kingdom
$223K -$49.1K -195 -18%
CCA
423
Checchi Capital Advisers
California
$220K +$226K +895 New
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
$218K -$252 -1 -0.1%
BRC
425
Bishop Rock Capital
New York
$216K -$271K -1,075 -55%