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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
101
Vanguard Personalized Indexing Management
California
$1.11M +$63.8K +2,128 +7%
LP
102
LMR Partners
United Kingdom
$1.11M +$1.03M +34,190 New
NW
103
NewEdge Wealth
Pennsylvania
$1.09M +$591K +19,705 +143%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$1.07M +$22.5K +751 +2%
YCM
105
Yousif Capital Management
Michigan
$1.05M +$3.3K +110 +0.3%
FA
106
FDx Advisors
Illinois
$1.02M
CQS
107
Credential Qtrade Securities
$1M -$12.8K -428 -1%
M&T Bank
108
M&T Bank
New York
$905K +$140K +4,659 +20%
S
109
SignatureFD
Georgia
$884K +$37K +1,235 +5%
MFGM
110
Marshall Financial Group (Maryland)
Maryland
$876K -$267K -8,904 -25%
UBS Group
111
UBS Group
Switzerland
$842K +$236K +7,885 +44%
KCM
112
Kathmere Capital Management
Pennsylvania
$841K +$83.2K +2,774 +12%
Citigroup
113
Citigroup
New York
$829K -$11.5K -383 -1%
QI
114
Qtron Investments
Massachusetts
$820K
ZB
115
Zions Bancorporation
Utah
$819K +$131K +4,375 +21%
BDS
116
Banco de Sabadell
Florida
$814K -$31.1K -1,038 -4%
Prudential Financial
117
Prudential Financial
New Jersey
$798K -$544K -18,134 -42%
MGWM
118
Marks Group Wealth Management
Minnesota
$787K -$144K -4,803 -17%
MG
119
Mather Group
Illinois
$786K
EI
120
Ellevest Inc
New York
$777K +$79.9K +2,665 +13%
Cerity Partners
121
Cerity Partners
New York
$766K +$120K +3,999 +20%
QCM
122
Quantinno Capital Management
New York
$762K +$133K +4,440 +23%
MWM
123
Mission Wealth Management
California
$756K -$8.46K -282 -1%
IWA
124
Intercontinental Wealth Advisors
Texas
$747K -$8.25K -275 -1%
PAS
125
Park Avenue Securities
New York
$745K -$108K -3,605 -14%