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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
251
Lazard Asset Management
New York
$276K +$126K +3,424 +92%
API
252
Advisor Partners II
California
$273K +$4.94K +134 +2%
GPA
253
Guerra Pan Advisors
New Jersey
$263K – – –
CM
254
Capula Management
Cayman Islands
$255K -$321K -8,711 -57%
AA
255
Apriem Advisors
California
$251K +$238K +6,468 New
CAN
256
Cetera Advisor Networks
California
$251K +$3.87K +105 +2%
CG
257
Colony Group
Massachusetts
$249K -$42.4K -1,150 -15%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$244K +$231K +6,278 New
MC
259
Moors & Cabot
Massachusetts
$239K +$227K +6,150 New
BRWA
260
B. Riley Wealth Advisors
Florida
$234K +$222K +6,021 New
JFG
261
Jefferies Financial Group
New York
$229K +$217K +5,891 New
ECM
262
ExodusPoint Capital Management
New York
$229K -$302K -8,201 -58%
BL
263
Balentine LLC
Georgia
$226K +$214K +5,802 New
ESCM
264
Echo Street Capital Management
New York
$225K -$583K -15,816 -73%
PA
265
Profund Advisors
Maryland
$225K -$53.8K -1,460 -20%
Creative Planning
266
Creative Planning
Kansas
$222K +$210K +5,712 New
TI
267
Tidal Investments
Wisconsin
$222K -$694K -18,829 -77%
V
268
Veritable
Delaware
$220K +$209K +5,666 New
TCM
269
Teza Capital Management
Illinois
$220K -$636K -17,247 -75%
HighTower Advisors
270
HighTower Advisors
Illinois
$214K +$201K +5,460 New
Assenagon Asset Management
271
Assenagon Asset Management
Luxembourg
$210K +$199K +5,407 New
PI
272
PFS Investments
Georgia
$203K +$192K +5,205 New
PA
273
Procyon Advisors
Connecticut
$202K +$191K +5,188 New
PA
274
Parallel Advisors
California
$184K +$13.5K +365 +8%
US Bancorp
275
US Bancorp
Minnesota
$150K +$9.25K +251 +7%