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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
151
Institute for Wealth Management
Colorado
$707K +$12.5K +68 +2%
ETC
152
Exchange Traded Concepts
Oklahoma
$703K +$722K +3,916 New
ACM
153
Advisors Capital Management
New Jersey
$657K +$335K +1,816 +98%
WG
154
Winton Group
United Kingdom
$655K -$25.1K -136 -4%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$620K +$637K +3,455 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$605K +$31.9K +173 +5%
GIA
157
Guyasuta Investment Advisors
Pennsylvania
$602K +$618K +3,355 New
LT
158
Lindsell Train
United Kingdom
$592K
GAMC
159
Garner Asset Management Corp
Texas
$581K -$19.5K -106 -3%
QSS
160
Quantitative Systematic Strategies
Florida
$580K -$175K -947 -23%
WCM
161
Weld Capital Management
New York
$552K -$941K -5,105 -62%
NW
162
NewEdge Wealth
Pennsylvania
$526K +$541K +2,933 New
VAS
163
Vestmark Advisory Solutions
Massachusetts
$526K +$541K +2,933 New
Franklin Resources
164
Franklin Resources
California
$512K
Asset Management One
165
Asset Management One
Japan
$506K -$32.8K -178 -6%
RJA
166
Raymond James & Associates
Florida
$503K +$7K +38 +1%
LPL Financial
167
LPL Financial
California
$497K +$511K +2,770 New
CCM
168
Corsair Capital Management
New York
$495K -$10.5K -57 -2%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$481K -$18.2K -99 -4%
CF
170
CNA Financial
Illinois
$472K
Tudor Investment Corp
171
Tudor Investment Corp
Connecticut
$466K -$1.53M -8,316 -76%
IWM
172
IHT Wealth Management
Illinois
$464K +$477K +2,587 New
LSA
173
Leonteq Securities AG
Switzerland
$462K +$451K +2,447 +1,927%
JMPWA
174
JP Morgan Private Wealth Advisors
California
$449K +$258K +1,398 +127%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$444K +$457K +2,479 New