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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$699K -$1.4M -162,469 -70%
RWM
27
Ritholtz Wealth Management
New York
$684K +$348K +40,393 +148%
EI
28
Ethic Inc
New York
$670K +$226K +26,272 +66%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$585K +$499K +57,909 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$580K -$9.36K -1,086 -2%
Cerity Partners
31
Cerity Partners
New York
$514K +$441K +51,147 New
Vanguard Personalized Indexing Management
32
Vanguard Personalized Indexing Management
California
$431K -$20.4K -2,369 -5%
Pacer Advisors
33
Pacer Advisors
Pennsylvania
$409K +$349K +40,465 New
SSA
34
Schonfeld Strategic Advisors
New York
$380K -$232K -26,900 -42%
MPM
35
MBB Public Markets
Illinois
$366K +$313K +36,282 New
CCP
36
Corient Capital Partners
California
$348K +$13.6K +1,576 +5%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$346K +$7.12K +826 +2%
SAM
38
Sabadell Asset Management
Spain
$294K -$979K -113,691 -80%
FIM
39
Freedom Investment Management
Connecticut
$293K +$250K +29,038 New
CSS
40
Cubist Systematic Strategies
Connecticut
$290K -$123K -14,306 -33%
BL
41
Balentine LLC
Georgia
$269K +$229K +26,616 New
JP Morgan Chase
42
JP Morgan Chase
New York
$266K +$227K +26,374 New
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$253K +$216K +25,022 New
Simplex Trading
44
Simplex Trading
Illinois
$213K +$182K +21,166 New
PWPS
45
Pinnacle Wealth Planning Services
Ohio
$204K +$12.7K +1,477 +8%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$204K +$174K +20,200 New
CM
47
Caption Management
Oklahoma
$202K +$172K +20,000 New
RHBC
48
R.H. Bluestein & Co
Michigan
$194K
SFA
49
Sequoia Financial Advisors
Ohio
$190K +$162K +18,829 New
PP
50
PDS Planning
Ohio
$183K +$65.2K +7,566 +71%