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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evermay Wealth Management
Virginia
$163K
CHAM
52
Clear Harbor Asset Management
Connecticut
$160K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$156K +$3.43K +582 +2%
Corient Private Wealth
54
Corient Private Wealth
Florida
$153K +$1.45K +246 +0.9%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$121K -$4.37K -741 -3%
Goldman Sachs
56
Goldman Sachs
New York
$96.4K -$49.6K -8,407 -32%
SC
57
Syon Capital
California
$92.9K +$101K +17,100 New
Vanguard Personalized Indexing Management
58
Vanguard Personalized Indexing Management
California
$89.7K +$97.5K +16,519 New
AWS
59
Atria Wealth Solutions
New York
$88.4K
CMF
60
Counterpoint Mutual Funds
California
$87.2K +$94.8K +16,059 New
Amundi
61
Amundi
France
$87.2K
KC
62
Kepos Capital
New York
$84K +$2.89K +490 +3%
Verition Fund Management
63
Verition Fund Management
Connecticut
$77.1K +$83.8K +14,200 New
OFG
64
Oxford Financial Group
Indiana
$70.6K
BCM
65
Bayesian Capital Management
New York
$62.2K +$67.6K +11,459 New
JP Morgan Chase
66
JP Morgan Chase
New York
$59.8K
Legal & General Group
67
Legal & General Group
United Kingdom
$58K +$46.7K +7,918 +287%
PFCS
68
Pale Fire Capital SE
Czech Republic
$54.3K +$59K +10,000 New
FIA
69
FNY Investment Advisers
New York
$34K
Osaic Holdings
70
Osaic Holdings
Arizona
$24.6K
TRCT
71
Tower Research Capital (TRC)
New York
$23.4K +$8.15K +1,382 +47%
Simplex Trading
72
Simplex Trading
Illinois
$19K +$20.7K +3,510 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$16.3K
UA
74
USCF Advisers
California
$13K +$14.2K +2,400 New
Bank of America
75
Bank of America
North Carolina
$12.2K +$2.06K +350 +18%