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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Ritholtz Wealth Management
New York
$807K +$127K +2,841 +15%
US Bancorp
52
US Bancorp
Minnesota
$794K -$767K -17,173 -44%
CAM
53
Chou Associates Management
Ontario, Canada
$769K
CG
54
Caprock Group
Idaho
$765K +$7.14K +160 +0.8%
S
55
SignatureFD
Georgia
$715K +$58.2K +1,303 +7%
Stifel Financial
56
Stifel Financial
Missouri
$672K +$44.9K +1,006 +6%
MCM
57
Mork Capital Management
California
$643K
JP Morgan Chase
58
JP Morgan Chase
New York
$626K -$893K -20,000 -54%
LPL Financial
59
LPL Financial
California
$581K -$162K -3,621 -19%
Vanguard Personalized Indexing Management
60
Vanguard Personalized Indexing Management
California
$558K +$45.6K +1,022 +7%
Creative Planning
61
Creative Planning
Kansas
$527K +$369K +8,256 +134%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$519K +$466K +10,433 +280%
CIM
63
Confluence Investment Management
Missouri
$506K -$5.31K -119 -0.9%
Truist Financial
64
Truist Financial
North Carolina
$499K +$1.96K +44 +0.3%
Cerity Partners
65
Cerity Partners
New York
$490K +$75.7K +1,697 +15%
SBH
66
Segall Bryant & Hamill
Illinois
$486K +$125K +2,800 +27%
CS
67
Credit Suisse
Switzerland
$478K -$84.8K -1,899 -13%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$466K +$55.6K +1,246 +11%
QCG
69
Quadrant Capital Group
Ohio
$463K +$246K +5,509 +77%
HFS
70
Hantz Financial Services
Michigan
$459K +$10.5K +235 +2%
TC
71
Towle & Co
Colorado
$389K +$10.7K +240 +2%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$388K +$102K +2,286 +27%
Jane Street
73
Jane Street
New York
$385K +$469K +10,514 New
SIA
74
Schechter Investment Advisors
Michigan
$377K -$48.9K -1,096 -10%
NP
75
NS Partners
United Kingdom
$370K