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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$950K +$15.7K +670 +2%
DCM
52
DGS Capital Management
New Jersey
$933K +$169K +7,205 +22%
AAM
53
Advisors Asset Management
Colorado
$867K +$135K +5,755 +18%
JP Morgan Chase
54
JP Morgan Chase
New York
$853K +$575K +24,465 +199%
HighTower Advisors
55
HighTower Advisors
Illinois
$817K -$8.23K -350 -1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$777K +$11.4K +485 +1%
State Street
57
State Street
Massachusetts
$771K
Corient Private Wealth
58
Corient Private Wealth
Florida
$763K +$230K +9,800 +42%
HC
59
Henshaw Capital
Massachusetts
$748K +$468K +19,895 +161%
S
60
SimplyRich
California
$728K
US Bancorp
61
US Bancorp
Minnesota
$700K -$25K -1,065 -3%
AQR Capital Management
62
AQR Capital Management
Connecticut
$683K +$250K +10,630 +57%
UBS Group
63
UBS Group
Switzerland
$638K +$384K +16,320 +146%
KCM
64
Kathmere Capital Management
Pennsylvania
$606K +$52.3K +2,225 +9%
SAI
65
Systematic Alpha Investments
New Jersey
$576K
Creative Planning
66
Creative Planning
Kansas
$543K +$34.2K +1,455 +7%
SGA
67
Strategic Global Advisors
California
$535K +$202K +8,615 +60%
BTI
68
Blue Trust Inc
Georgia
$512K +$352K +14,980 +187%
Citigroup
69
Citigroup
New York
$505K -$18.1K -770 -3%
CG
70
Caprock Group
Idaho
$496K +$35.3K +1,500 +8%
SFA
71
Sequoia Financial Advisors
Ohio
$495K -$22.1K -940 -4%
MYIA
72
Mount Yale Investment Advisors
Colorado
$493K -$9.64K -410 -2%
P
73
&Partners
Tennessee
$485K +$277K +11,780 +129%
EI
74
Ethic Inc
New York
$482K +$202K +8,575 +64%
Citadel Advisors
75
Citadel Advisors
Florida
$481K -$419K -17,835 -46%