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Name Holding Trade Value Shares
Change
Change in
Stake
EV
1
Eclipse Ventures
California
$8.77M -$5 -1 -0%
PI
2
Pelion Inc
Utah
$1.4M
CAM
3
Cresset Asset Management
Illinois
$798K
Vanguard Group
4
Vanguard Group
Pennsylvania
$525K -$575K -109,641 -47%
BlackRock
5
BlackRock
New York
$271K
DAS
6
Dynamic Advisor Solutions
Arizona
$192K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$174K
IAS
8
Insigneo Advisory Services
Florida
$168K +$205K +39,000 New
ACI
9
Amazon.com Inc
Washington
$152K
Northern Trust
10
Northern Trust
Illinois
$123K -$18.2K -3,469 -11%
State Street
11
State Street
Massachusetts
$73.1K
HF
12
HRT Financial
New York
$50K +$62K +11,816 New
JP Morgan Chase
13
JP Morgan Chase
New York
$21.6K -$16 -3 -0.1%
Bank of America
14
Bank of America
North Carolina
$11.1K -$87.6K -16,703 -87%
TRCT
15
Tower Research Capital (TRC)
New York
$10.2K +$8.56K +1,632 +219%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.31K
UBS Group
17
UBS Group
Switzerland
$1.25K +$5 +1 +0.3%
WAM
18
Wolverine Asset Management
Illinois
$896
Group One Trading
19
Group One Trading
Illinois
$522
Morgan Stanley
20
Morgan Stanley
New York
$319
Fidelity Investments
21
Fidelity Investments
Massachusetts
$177
Wells Fargo
22
Wells Fargo
California
$147 +$5 +1 +3%
GRP
23
Global Retirement Partners
California
$60
AI
24
ArchPoint Investors
Florida
-$142K -26,979 Closed
DWM
25
Drive Wealth Management
Utah
-$79.2K -15,002 Closed