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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$962K -$66.3K -1,822 -9%
LSA
227
Leonteq Securities AG
Switzerland
$957K +$709K +19,487 New
AG
228
Algert Global
California
$950K +$704K +19,345 New
PP
229
Paloma Partners
Connecticut
$889K +$386K +10,617 +142%
HLA
230
Hamilton Lane Advisors
Pennsylvania
$879K +$213K +5,855 +49%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$843K -$97K -2,666 -13%
US Bancorp
232
US Bancorp
Minnesota
$833K +$99.1K +2,722 +19%
Aberdeen Group
233
Aberdeen Group
United Kingdom
$812K -$14K -386 -2%
JF
234
Jump Financial
Illinois
$755K +$559K +15,367 New
PFO
235
Pathstone Family Office
New Jersey
$752K +$10.9K +300 +2%
BBCM
236
Boardman Bay Capital Management
New York
$737K +$546K +15,000 New
FIA
237
Foundations Investment Advisors
Arizona
$734K +$52.8K +1,451 +10%
SAS
238
Stelac Advisory Services
New York
$717K +$15.8K +433 +3%
Principal Financial Group
239
Principal Financial Group
Iowa
$716K -$110K -3,018 -17%
PAG
240
Private Advisor Group
New Jersey
$700K +$43.3K +1,191 +9%
AG
241
AIA Group
Hong Kong
$696K +$513K +14,092 New
MMA
242
Miracle Mile Advisors
California
$675K +$119K +3,276 +31%
GKWIM
243
Gerber Kawasaki Wealth & Investment Management
California
$673K -$14.5K -398 -3%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$656K +$215K +5,899 +79%
EM
245
Excalibur Management
Massachusetts
$655K +$485K +13,327 New
IC
246
IEQ Capital
California
$652K -$124K -3,405 -20%
SW
247
SkyOak Wealth
Michigan
$639K
Rafferty Asset Management
248
Rafferty Asset Management
New York
$638K +$472K +12,983 New
CG
249
Cutler Group
California
$589K -$1.46M -40,100 -77%
GCP
250
GSA Capital Partners
United Kingdom
$580K +$429K +11,796 New