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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
51
Acorn Financial Advisory Services
Virginia
$753K +$510K +2,706 New
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$708K +$480K +2,544 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$702K +$58.4K +310 +14%
PSIWM
54
Paradigm Strategies in Wealth Management
Minnesota
$671K +$454K +2,411 New
MWM
55
Meridian Wealth Management
Kentucky
$670K +$64.1K +340 +16%
Bank of America
56
Bank of America
North Carolina
$660K +$118K +628 +36%
Citadel Advisors
57
Citadel Advisors
Florida
$648K -$2.88M -15,267 -87%
JG
58
Jefferies Group
New York
$632K +$428K +2,272 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$571K +$19.2K +102 +5%
TFS
60
Thoroughbred Financial Services
Tennessee
$566K
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$480K +$325K +1,724 New
HT
62
HAP Trading
New York
$479K +$324K +1,721 New
PCAP
63
Pratt Collard Advisory Partners
New York
$466K
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$446K +$302K +1,602 New
ESBC
65
E.S. Barr & Co
Kentucky
$445K -$100K -533 -25%
Victory Capital Management
66
Victory Capital Management
Texas
$441K -$9.24K -49 -3%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$430K -$1.98M -10,493 -84%
Ameriprise
68
Ameriprise
Minnesota
$387K +$262K +1,390 New
AS
69
Altshuler Shaham
Israel
$373K +$253K +1,342 New
EMG
70
ETF Managers Group
New Jersey
$359K +$366K +1,942 New
HighTower Advisors
71
HighTower Advisors
Illinois
$350K -$2.83K -15 -1%
MCM
72
MAI Capital Management
Ohio
$341K -$12.6K -67 -5%
CG
73
Colony Group
Massachusetts
$320K +$2.83K +15 +1%
BCM
74
Bayesian Capital Management
New York
$312K +$212K +1,123 New
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$310K +$210K +1,115 New