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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$231K +$118K +22,122 +118%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$180K +$82.3K +15,411 +93%
EWM
53
Evermay Wealth Management
Virginia
$169K +$160K +30,000 New
Goldman Sachs
54
Goldman Sachs
New York
$165K +$47.9K +8,968 +44%
Verition Fund Management
55
Verition Fund Management
Connecticut
$164K +$156K +29,154 New
Corient Private Wealth
56
Corient Private Wealth
Florida
$157K +$149K +27,972 New
Two Sigma Advisers
57
Two Sigma Advisers
New York
$149K +$141K +26,500 New
CHAM
58
Clear Harbor Asset Management
Connecticut
$146K +$139K +26,000 New
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$145K +$69.3K +12,985 +102%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$127K +$45.9K +8,600 +61%
CWM
61
CIBC World Markets
New York
$126K +$54K +10,110 New
CCI
62
Credit Capital Investments
New Jersey
$115K +$110K +20,516 New
Wolverine Trading
63
Wolverine Trading
Illinois
$105K +$99.3K +18,589 New
AWS
64
Atria Wealth Solutions
New York
$91.5K
Amundi
65
Amundi
France
$88K
PCM
66
Prelude Capital Management
New York
$82K +$77.9K +14,585 New
EHAM
67
Eagle Harbor Asset Management
Washington
$79.7K
SOW
68
State of Wyoming
Wyoming
$79.2K +$48.4K +9,066 +180%
OFG
69
Oxford Financial Group
Indiana
$73.1K
JP Morgan Chase
70
JP Morgan Chase
New York
$62K -$889K -166,416 -94%
FIA
71
FNY Investment Advisers
New York
$35K -$11.7K -2,200 -26%
Osaic Holdings
72
Osaic Holdings
Arizona
$20.3K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$16.9K
HRCM
74
Hood River Capital Management
Florida
$12K -$10.1K -1,885 -46%
PA
75
PSI Advisors
Florida
$11.2K