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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$116K +$89.8K +24,865 New
Marshall Wace
52
Marshall Wace
United Kingdom
$113K -$202K -55,966 -70%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$104K -$30.3K -8,400 -27%
Deutsche Bank
54
Deutsche Bank
Germany
$95.3K -$108K -30,000 -59%
CCM
55
Coldstream Capital Management
Washington
$92K +$7.22K +2,000 +11%
UCFA
56
United Capital Financial Advisors
Texas
$91.8K +$71.3K +19,742 New
MCM
57
MAI Capital Management
Ohio
$85.6K
JF
58
Jump Financial
Illinois
$84.2K +$4.36K +1,208 +7%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$78.6K +$61K +16,902 New
Cerity Partners
60
Cerity Partners
New York
$73.7K
Osaic Holdings
61
Osaic Holdings
Arizona
$72.6K +$18.1K +5,000 +47%
BRWA
62
B. Riley Wealth Advisors
Florida
$71.5K
ECM
63
ExodusPoint Capital Management
New York
$54K +$41.9K +11,600 New
SIMG
64
Sonora Investment Management Group
Arizona
$51K -$33.9K -9,400 -46%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$49.5K
EWM
66
Empirical Wealth Management
Washington
$46.5K
ELI
67
Empire Life Investments
Ontario, Canada
$40K +$671 +186 +2%
CFD
68
Creative Financial Designs
Indiana
$28.1K
BAM
69
Belpointe Asset Management
Nevada
$25.1K
TWM
70
Tradition Wealth Management
Minnesota
$20K
TRCT
71
Tower Research Capital (TRC)
New York
$20K +$1.61K +446 +11%
Wells Fargo
72
Wells Fargo
California
$18.8K -$1.06K -293 -7%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$18.5K +$9.43K +2,612 +192%
BTI
74
Blue Trust Inc
Georgia
$11K
JP Morgan Chase
75
JP Morgan Chase
New York
$9K +$606 +168 +10%