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Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
201
Franklin Resources
California
$733K -$429K -5,015 -37%
IEFM
202
IQ EQ Fund Management
Ireland
$716K +$256K +3,000 +57%
HF
203
HRT Financial
New York
$700K +$694K +8,114 New
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$697K +$50.4K +590 +8%
WCM
205
Washington Capital Management
Washington
$691K
AG
206
AIA Group
Hong Kong
$681K -$452K -5,293 -40%
EPW
207
Evolve Private Wealth
California
$676K +$669K +7,830 New
LCM
208
Liberty Capital Management
Michigan
$661K -$76.9K -900 -11%
QP
209
Quartz Partners
New York
$621K -$22.8K -267 -4%
X
210
Xponance
Pennsylvania
$607K -$82.3K -963 -12%
VCA
211
Verdence Capital Advisors
Maryland
$599K +$33.9K +397 +6%
AWM
212
AE Wealth Management
Kansas
$588K +$259K +3,025 +80%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$583K +$264K +3,085 +84%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$582K -$58.4K -683 -9%
SFA
215
Sequoia Financial Advisors
Ohio
$561K +$166K +1,939 +42%
HighTower Advisors
216
HighTower Advisors
Illinois
$555K +$70.4K +823 +15%
ACM
217
Andina Capital Management
Utah
$539K +$11.1K +130 +2%
CL
218
Choreo LLC
Illinois
$538K -$73.3K -857 -12%
JA
219
JLB & Associates
Michigan
$536K -$20.7K -242 -4%
BMCM
220
Burns Matteson Capital Management
New York
$531K +$526K +6,157 New
TWPM
221
Total Wealth Planning & Management
Florida
$479K +$475K +5,552 New
JF
222
Jump Financial
Illinois
$468K +$463K +5,418 New
RAM
223
Resona Asset Management
Japan
$463K
AWP
224
Abacus Wealth Partners
California
$458K +$454K +5,309 New
TPI
225
Trust Point Inc
Wisconsin
$447K -$9.49K -111 -2%