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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Altium Wealth Management
New York
$681K +$87.1K +2,957 +14%
IWA
102
Intercontinental Wealth Advisors
Texas
$659K -$21.8K -741 -3%
GC
103
Guggenheim Capital
Illinois
$658K -$50.5K -1,715 -7%
Vanguard Personalized Indexing Management
104
Vanguard Personalized Indexing Management
California
$626K +$139K +4,725 +28%
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$614K +$627K +21,285 New
LSAG
106
Lake Street Advisors Group
New Hampshire
$609K +$200K +6,779 +47%
RJT
107
Raymond James Trust
Florida
$584K +$21.5K +730 +4%
Marshall Wace
108
Marshall Wace
United Kingdom
$535K -$764K -25,937 -58%
Citigroup
109
Citigroup
New York
$502K -$15.6M -531,029 -97%
CAM
110
Cresset Asset Management
Illinois
$490K +$99.2K +3,365 +25%
GI
111
Gradient Investments
Minnesota
$479K -$53K -1,799 -10%
FF
112
FourThought Financial
Florida
$479K +$21K +711 +4%
FIM
113
Freedom Investment Management
Connecticut
$475K +$146K +4,939 +43%
BP
114
Ballentine Partners
Massachusetts
$473K +$113K +3,836 +31%
Pacer Advisors
115
Pacer Advisors
Pennsylvania
$464K +$14.8K +501 +3%
HighTower Advisors
116
HighTower Advisors
Illinois
$459K +$68.5K +2,325 +17%
UBS Group
117
UBS Group
Switzerland
$456K -$91.8K -3,115 -16%
ANTB
118
AMG National Trust Bank
Colorado
$454K -$1.52M -51,742 -77%
MWM
119
Mission Wealth Management
California
$449K -$24.6K -836 -5%
CSS
120
Cubist Systematic Strategies
Connecticut
$426K +$435K +14,767 New
Franklin Resources
121
Franklin Resources
California
$419K +$16.7K +566 +4%
Janus Henderson Group
122
Janus Henderson Group
$413K +$422K +14,321 New
SCA
123
Snowden Capital Advisors
New York
$407K +$72K +2,444 +21%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$392K +$22.8K +772 +6%
GT
125
Greenleaf Trust
Michigan
$383K -$648 -22 -0.2%