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Icahn Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$362K +$27.5K +467 +7%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$351K +$58.9K +1,000 +19%
WW
53
Waterfront Wealth
Kansas
$338K -$11.4K -194 -3%
PAG
54
Private Advisor Group
New Jersey
$334K +$84.2K +1,429 +30%
Group One Trading
55
Group One Trading
Illinois
$325K +$79.8K +1,354 +29%
Jane Street
56
Jane Street
New York
$310K +$341K +5,778 New
KWM
57
Kingsview Wealth Management
Oregon
$309K +$3.24K +55 +1%
ANI
58
American National Insurance
Texas
$299K
GC
59
Guggenheim Capital
Illinois
$297K -$141K -2,384 -30%
ANRIA
60
American National Registered Investment Advisor
Texas
$292K
Goldman Sachs
61
Goldman Sachs
New York
$292K +$321K +5,438 New
Barclays
62
Barclays
United Kingdom
$276K +$232K +3,943 +332%
BIM
63
Baldwin Investment Management
Pennsylvania
$242K
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$230K
WG
65
Welch Group
Alabama
$219K
MWM
66
Minot Wealth Management
Massachusetts
$215K
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$211K +$231K +3,919 New
SFG
68
Sovereign Financial Group
Connecticut
$210K +$230K +3,900 New
SPIA
69
Steward Partners Investment Advisory
New York
$203K +$19.2K +325 +9%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$194K -$10.3K -175 -5%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$177K +$194K +3,300 New
TRCT
72
Tower Research Capital (TRC)
New York
$159K +$175K +2,969 New
LF
73
Lee Financial
Texas
$156K
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$152K
SWM
75
Spire Wealth Management
Virginia
$147K +$158K +2,687 New