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Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
51
First Trust Direct Indexing
Massachusetts
$192K -$26K -2,525 -12%
BP
52
Ballentine Partners
Massachusetts
$175K +$25.1K +2,432 +17%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$172K +$169K +16,398 New
ECM
54
Evergreen Capital Management
Washington
$171K +$14.1K +1,365 +9%
Marshall Wace
55
Marshall Wace
United Kingdom
$171K +$169K +16,337 New
FC
56
FCA Corp
Texas
$168K
MG
57
Mather Group
Illinois
$155K
PSP
58
Principal Street Partners
Tennessee
$154K +$30.5K +2,958 +25%
Cerity Partners
59
Cerity Partners
New York
$154K -$25.9K -2,510 -15%
GWWM
60
Great Waters Wealth Management
Minnesota
$152K
VIA
61
Vident Investment Advisory
Georgia
$149K +$146K +14,203 New
SQA
62
Simon Quick Advisors
New Jersey
$148K +$444 +43 +0.3%
DTL
63
Dynamic Technology Lab
Singapore
$147K +$144K +13,942 New
Lazard Asset Management
64
Lazard Asset Management
New York
$138K +$60.4K +5,855 +80%
LSAG
65
Lake Street Advisors Group
New Hampshire
$132K +$7.31K +709 +6%
RA
66
RFG Advisory
Alabama
$131K
TI
67
Trexquant Investment
Connecticut
$127K +$125K +12,086 New
Wells Fargo
68
Wells Fargo
California
$125K -$6.41K -621 -5%
JWM
69
Janiczek Wealth Management
Colorado
$124K +$18.3K +1,777 +18%
YCM
70
Yousif Capital Management
Michigan
$123K
CAM
71
Cresset Asset Management
Illinois
$121K +$119K +11,527 New
NRI
72
NFP Retirement Inc
California
$121K +$2.17K +210 +2%
Charles Schwab
73
Charles Schwab
California
$113K +$111K +10,808 New
GT
74
Greenleaf Trust
Michigan
$110K -$866 -84 -0.8%
FAFN
75
First Affirmative Financial Network
Colorado
$109K +$107K +10,393 New