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Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$940K +$909K +117,100 New
Janus Henderson Group
52
Janus Henderson Group
$928K -$186K -23,975 -17%
HighTower Advisors
53
HighTower Advisors
Illinois
$872K +$24.6K +3,175 +3%
CG
54
Caprock Group
Idaho
$870K +$841K +108,283 New
AI
55
Atria Investments
North Carolina
$857K +$829K +106,784 New
RWM
56
Ritholtz Wealth Management
New York
$830K +$37.6K +4,846 +5%
GCS
57
Gordian Capital (Singapore)
Singapore
$800K +$1.55M +200,000 New
LWAM
58
Legacy Wealth Asset Management
Minnesota
$774K -$10K -1,292 -1%
JP Morgan Chase
59
JP Morgan Chase
New York
$767K +$150K +19,346 +25%
LPL Financial
60
LPL Financial
California
$730K +$368K +47,459 +109%
TI
61
Trexquant Investment
Connecticut
$728K +$704K +90,705 New
VAS
62
Vestmark Advisory Solutions
Massachusetts
$728K +$703K +90,611 New
NW
63
NewEdge Wealth
Pennsylvania
$728K +$703K +90,603 New
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$725K +$700K +90,233 New
AAM
65
Advisors Asset Management
Colorado
$696K +$147K +18,890 +28%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$689K +$84.8K +10,920 +15%
CSS
67
Cubist Systematic Strategies
Connecticut
$673K -$390K -50,305 -38%
Pzena Investment Management
68
Pzena Investment Management
New York
$648K +$5.36K +691 +0.9%
Vanguard Personalized Indexing Management
69
Vanguard Personalized Indexing Management
California
$637K +$142K +18,287 +28%
VWM
70
Venturi Wealth Management
Texas
$624K +$603K +77,713 New
XT
71
XTX Topco
Cayman Islands
$597K +$577K +74,392 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$573K +$28.3K +3,643 +5%
FIM
73
Freedom Investment Management
Connecticut
$566K +$547K +70,447 New
YCM
74
Yousif Capital Management
Michigan
$558K -$31.6K -4,075 -6%
Corient Private Wealth
75
Corient Private Wealth
Florida
$547K +$170K +21,914 +47%