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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
101
Johnson Investment Counsel
Ohio
$314K
ACM
102
Aquatic Capital Management
Illinois
$311K +$233K +3,200 +320%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$307K -$12.6K -173 -4%
SCM
104
Shelton Capital Management
Colorado
$302K -$43.3K -595 -13%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$293K +$209K +2,870 +264%
PP
106
PDS Planning
Ohio
$291K +$11.6K +160 +4%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$285K +$280K +3,852 New
Bank of New York Mellon
108
Bank of New York Mellon
New York
$281K -$21.7K -299 -7%
PA
109
Parallel Advisors
California
$276K +$5.82K +80 +2%
WA
110
Wealth Architects
California
$260K -$5.82K -80 -2%
WI
111
WrapManager Inc
California
$239K +$26.2K +361 +13%
Geode Capital Management
112
Geode Capital Management
Massachusetts
$236K -$88.3K -1,214 -28%
SA
113
Shilanski & Associates
Alaska
$235K +$1.67K +23 +0.7%
LC
114
Lindbrook Capital
California
$231K +$4.07K +56 +2%
XT
115
XTX Topco
Cayman Islands
$230K +$226K +3,113 New
VAS
116
Vestmark Advisory Solutions
Massachusetts
$220K -$28.9K -398 -12%
SW
117
SVB Wealth
Massachusetts
$216K +$1.24K +17 +0.6%
RCA
118
Resonant Capital Advisors
Wisconsin
$212K +$208K +2,867 New
WFI
119
West Family Investments
California
$209K +$206K +2,832 New
Osaic Holdings
120
Osaic Holdings
Arizona
$209K -$46.3K -637 -18%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$207K -$6.91K -95 -3%
PCS
122
Personal CFO Solutions
New Jersey
$206K -$35.2K -484 -15%
OMC
123
Old Mission Capital
Illinois
$201K -$237K -3,257 -54%
Pacer Advisors
124
Pacer Advisors
Pennsylvania
$186K -$12.2M -167,273 -99%
Bessemer Group
125
Bessemer Group
New Jersey
$186K +$25.8K +355 +16%