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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
376
Creative Planning
Kansas
$576K +$87.9K +2,725 +20%
ACA
377
Atlas Capital Advisors
Wyoming
$573K -$16.4K -507 -3%
CA
378
Cetera Advisors
Colorado
$569K +$107K +3,321 +26%
MML Investors Services
379
MML Investors Services
Massachusetts
$562K -$645 -20 -0.1%
Tudor Investment Corp
380
Tudor Investment Corp
Connecticut
$557K +$12.6K +391 +3%
SAM
381
Silvercrest Asset Management
New York
$549K -$48.9K -1,515 -9%
PA
382
Pinnacle Associates
New York
$541K -$24.2K -750 -5%
VF
383
Virtu Financial
New York
$520K -$366K -11,349 -43%
SW
384
SVB Wealth
Massachusetts
$520K -$21.8K -675 -4%
BG
385
Bellevue Group
Switzerland
$518K
LCM
386
Legato Capital Management
California
$506K +$464K +14,373 New
KWMG
387
King Wealth Management Group
Florida
$500K +$458K +14,200 New
RE
388
RBC Europe
United Kingdom
$498K -$8.07K -250 -2%
AC
389
Athanor Capital
New York
$490K +$448K +13,900 New
Lazard Asset Management
390
Lazard Asset Management
New York
$487K +$106K +3,293 +31%
QI
391
QS Investors
New York
$476K -$87.1K -2,700 -18%
FWM
392
Focused Wealth Management
New York
$464K -$124K -3,853 -23%
CWM
393
Cornerstone Wealth Management
Missouri
$458K -$84K -2,603 -17%
AIM
394
ARGA Investment Management
Connecticut
$451K
HAG
395
HighPoint Advisor Group
Illinois
$451K +$24.8K +769 +7%
EPA
396
Element Pointe Advisors
Florida
$441K
BRWA
397
B. Riley Wealth Advisors
Florida
$427K -$58K -1,799 -13%
ANRIA
398
American National Registered Investment Advisor
Texas
$427K +$484 +15 +0.1%
RCG
399
Ruane, Cunniff & Goldfarb
New York
$423K -$31.8K -986 -8%
HA
400
Harbor Advisors
Florida
$423K