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Research Frontiers

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$2.05M – – –
WWP
2
WR Wealth Planners
Missouri
$1.7M +$105K +59,970 +7%
BlackRock
3
BlackRock
New York
$1.12M +$623 +356 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$777K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$482K +$39.4K +22,492 +9%
Kingsview Wealth Management
6
Kingsview Wealth Management
Oregon
$272K +$114K +65,184 +79%
SRC
7
Shufro Rose & Co
New York
$222K -$28.4K -16,200 -12%
State Street
8
State Street
Massachusetts
$197K +$2.45K +1,400 +1%
Morgan Stanley
9
Morgan Stanley
New York
$164K – – –
UBS Group
10
UBS Group
Switzerland
$157K +$136K +77,635 +1,000%
Renaissance Technologies
11
Renaissance Technologies
New York
$154K +$11.7K +6,656 +9%
Northern Trust
12
Northern Trust
Illinois
$99.2K -$194 -111 -0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$78.6K +$74.8K +42,725 New
Citadel Advisors
14
Citadel Advisors
Florida
$61.5K -$23.2K -13,233 -28%
Charles Schwab
15
Charles Schwab
California
$40.2K – – –
Schonfeld Strategic Advisors
16
Schonfeld Strategic Advisors
New York
$38.5K -$1.93K -1,100 -5%
FL
17
FreeGulliver LLC
Louisiana
$36.8K – – –
NLP
18
Next Level Private
New York
$29.4K – – –
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
$29.3K – – –
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$25.8K – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$25.8K – – –
TSS
22
Two Sigma Securities
New York
$22.2K +$21.1K +12,040 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$22K – – –
HB Wealth Management
24
HB Wealth Management
Georgia
$18.4K – – –
Tower Research Capital (TRC)
25
Tower Research Capital (TRC)
New York
$15.4K +$977 +558 +7%