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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$105K -$962K -164,773 -90%
UBS Group
52
UBS Group
Switzerland
$103K +$11.9K +2,042 +12%
E
53
Ergoteles
New York
$99.9K -$52.6K -9,000 -33%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$91.2K -$27.6K -4,727 -22%
Amundi
55
Amundi
France
$90.4K +$32.4K +5,550 +53%
CMF
56
Counterpoint Mutual Funds
California
$89.9K -$327 -56 -0.3%
AWS
57
Atria Wealth Solutions
New York
$89.6K
EHAM
58
Eagle Harbor Asset Management
Washington
$78K +$4.49K +769 +6%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$77K +$11.7K +2,000 +16%
OFG
60
Oxford Financial Group
Indiana
$71.5K
KC
61
Kepos Capital
New York
$71K +$4.5K +771 +6%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$70K -$15.9K -2,714 -18%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$52K +$40.1K +6,858 +264%
QT
64
Quantbot Technologies
New York
$47.6K +$48K +8,217 +1,868%
FIA
65
FNY Investment Advisers
New York
$46K
SOW
66
State of Wyoming
Wyoming
$27.7K +$29.4K +5,033 New
HRCM
67
Hood River Capital Management
Florida
$22.3K -$4.93K -844 -17%
Osaic Holdings
68
Osaic Holdings
Arizona
$20K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$16.5K
PA
70
PSI Advisors
Florida
$11K
Boston Partners
71
Boston Partners
Massachusetts
$10.9K +$3.57K +611 +1%
TWD
72
True Wealth Design
Ohio
$5.5K +$5.84K +1,000 New
MCC
73
Money Concepts Capital
Florida
$1.14K +$1.21K +207 New
HWMA
74
Heritage Wealth Management (Arizona)
Arizona
$1.1K +$584 +100 +100%
TRCT
75
Tower Research Capital (TRC)
New York
$1K +$590 +101 New