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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$931K +$331K +83,800 +51%
SFA
77
Sequoia Financial Advisors
Ohio
$923K +$38.5K +9,760 +4%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$863K -$49.3K -12,509 -5%
VF
79
Virtu Financial
New York
$823K +$868K +219,977 New
HPWA
80
Hall Private Wealth Advisors
North Carolina
$800K -$486K -123,240 -37%
Nomura Holdings
81
Nomura Holdings
Japan
$779K +$695K +176,292 +550%
QCM
82
QRG Capital Management
Illinois
$768K +$810K +205,264 New
Stifel Financial
83
Stifel Financial
Missouri
$757K +$24.8K +6,294 +3%
UM
84
Ulysses Management
New York
$748K
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$733K -$648K -164,353 -46%
Victory Capital Management
86
Victory Capital Management
Texas
$691K
HighTower Advisors
87
HighTower Advisors
Illinois
$675K +$63.9K +16,209 +10%
Barclays
88
Barclays
United Kingdom
$663K -$2.58M -653,319 -79%
DA
89
DCF Advisers
Connecticut
$641K
Mariner
90
Mariner
Kansas
$636K +$18.4K +4,663 +3%
PFO
91
Pathstone Family Office
New Jersey
$619K +$264K +66,931 +68%
LNWWM
92
Laird Norton Wetherby Wealth Management
California
$589K +$81.9K +20,761 +15%
IAMOG
93
Investors Asset Management of Georgia
Georgia
$566K -$5.92K -1,500 -1%
PCM
94
Pennsylvania Capital Management
Pennsylvania
$565K
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$532K -$798K -202,391 -59%
FFM
96
Forum Financial Management
Illinois
$522K -$1.25K -318 -0.2%
Corient Private Wealth
97
Corient Private Wealth
Florida
$514K +$93.1K +23,608 +20%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$501K -$9.01K -2,285 -2%
Charles Schwab
99
Charles Schwab
California
$491K +$248K +62,815 +92%
WA
100
WealthTrust Axiom
Pennsylvania
$467K -$187K -47,440 -28%