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Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
101
American Century Companies
Missouri
$298K +$18.7K +2,456 +8%
VAM
102
Verity Asset Management
North Carolina
$296K +$28.5K +3,736 +12%
KAS
103
Kestra Advisory Services
Texas
$295K -$6.2K -814 -2%
EGM
104
Engineers Gate Manager
New York
$292K +$254K +33,377 New
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$268K +$227K +29,790 +3,263%
SFG
106
Sovereign Financial Group
Connecticut
$266K +$232K +30,422 New
RJFSA
107
Raymond James Financial Services Advisors
Florida
$265K +$11.7K +1,532 +5%
TCBWMS
108
Texas Capital Bank Wealth Management Services
Texas
$262K +$229K +30,000 New
Blackstone Inc
109
Blackstone Inc
New York
$251K – – –
GLA
110
Good Life Advisors
Pennsylvania
$250K +$218K +28,640 New
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$245K – – –
Walleye Trading
112
Walleye Trading
New York
$234K +$18.7K +2,447 +10%
IIA
113
IPG Investment Advisors
California
$215K +$188K +24,650 New
Creative Planning
114
Creative Planning
Kansas
$213K +$60K +7,878 +48%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$212K +$39.6K +5,192 +28%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$205K +$43.6K +5,726 +32%
Victory Capital Management
117
Victory Capital Management
Texas
$203K +$15 +2 +0%
SWP
118
Stratos Wealth Partners
Ohio
$193K +$91.5K +12,000 +119%
BPA
119
Beacon Pointe Advisors
California
$193K +$168K +22,107 New
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$192K -$20.2K -2,650 -11%
CA
121
Clearstead Advisors
Ohio
$184K +$22.9K +3,000 +17%
FIA
122
FNY Investment Advisers
New York
$181K +$87.9K +11,535 +125%
AC
123
Aristides Capital
Kentucky
$179K – – –
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$178K +$156K +20,405 New
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$175K – – –