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Name Holding Trade Value Shares
Change
Change in
Stake
Merit Financial Group
801
Merit Financial Group
Georgia
$65.3M +$22.1M +160,157 +49%
OCM
802
Once Capital Management
New York
$65.2M +$524K +3,800 +0.8%
Sumitomo Mitsui Financial Group
803
Sumitomo Mitsui Financial Group
Japan
$65.2M -$1.57M -11,414 -2%
U.S. Capital Wealth Advisors
804
U.S. Capital Wealth Advisors
Texas
$64.8M +$11.8M +85,651 +22%
PIM
805
Parker Investment Management
California
$64.5M -$4.52M -32,763 -6%
FAIM
806
Financial Advocates Investment Management
Washington
$64.4M -$4.08M -29,584 -6%
Harel Insurance Investments & Financial Services
807
Harel Insurance Investments & Financial Services
Israel
$64M -$1.66M -12,025 -2%
Dakota Wealth Management
808
Dakota Wealth Management
Florida
$64M -$3.72M -27,003 -5%
Sculptor Capital
809
Sculptor Capital
New York
$63.9M +$19.8M +144,000 +43%
CF
810
Cypress Funds
California
$63.8M – – –
IHL
811
Investment House LLC
California
$63.7M -$2.69M -19,515 -4%
CTA
812
Chesley Taft & Associates
Illinois
$63.5M +$305K +2,216 +0.5%
CUAMC
813
China Universal Asset Management Company
China
$63.3M +$6.63M +48,086 +11%
ZDA
814
Zweig-DiMenna Associates
New York
$63.2M +$1.14M +8,300 +2%
Close Asset Management
815
Close Asset Management
United Kingdom
$63.1M – – –
KIA
816
Knollwood Investment Advisory
Maryland
$63.1M – – –
First Citizens Bank & Trust
817
First Citizens Bank & Trust
North Carolina
$62.8M +$3.01M +21,844 +5%
CK
818
Cohen Klingenstein
New York
$62.5M -$35.8M -260,030 -36%
GH
819
GAM Holding
Switzerland
$62.4M +$3.62M +26,265 +6%
Lingotto Investment Management
820
Lingotto Investment Management
United Kingdom
$62.3M -$15.9M -115,000 -20%
Arkadios Wealth Advisors
821
Arkadios Wealth Advisors
Georgia
$61.8M +$3.57M +25,916 +6%
RIL
822
Rothschild Investment LLC
Illinois
$61.7M -$1.17M -8,496 -2%
NSLI
823
Nan Shan Life Insurance
Taiwan
$61.5M -$6.81M -49,428 -10%
GWM
824
Greenwich Wealth Management
Connecticut
$61.4M -$183M -1,326,700 -74%
BFS
825
Burr Financial Services
California
$61.2M -$8.19M -59,449 -12%