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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Altium Wealth Management
New York
$421K -$161K -3,908 -24%
PAG
152
Private Advisor Group
New Jersey
$414K +$70.2K +1,707 +17%
KAS
153
Kestra Advisory Services
Texas
$412K +$234K +5,680 +92%
LSA
154
Leonteq Securities AG
Switzerland
$401K +$473K +11,508 New
CAM
155
Chou Associates Management
Ontario, Canada
$399K – – –
CBB
156
Citizens Business Bank
California
$399K +$471K +11,463 New
UBS Group
157
UBS Group
Switzerland
$397K +$73.6K +1,790 +19%
LCM
158
Landscape Capital Management
New Jersey
$380K +$449K +10,918 New
CSS
159
Cubist Systematic Strategies
Connecticut
$370K +$360K +8,747 +467%
IAN
160
Integrated Advisors Network
Texas
$369K +$436K +10,600 New
OR
161
Olympiad Research
Connecticut
$361K – – –
VAS
162
Vestmark Advisory Solutions
Massachusetts
$354K +$535 +13 +0.1%
SS
163
Simplicity Solutions
Minnesota
$348K -$331K -8,057 -45%
Capital World Investors
164
Capital World Investors
California
$341K – – –
SIA
165
Schechter Investment Advisors
Michigan
$318K -$74.1K -1,802 -17%
William Blair & Company
166
William Blair & Company
Illinois
$315K +$150K +3,653 +68%
PAS
167
Park Avenue Securities
New York
$308K +$153K +3,725 +73%
YCM
168
Yousif Capital Management
Michigan
$305K – – –
RJT
169
Raymond James Trust
Florida
$297K +$48.9K +1,190 +16%
AG
170
AIA Group
Hong Kong
$280K +$331K +8,043 New
HighTower Advisors
171
HighTower Advisors
Illinois
$265K +$29.3K +713 +10%
WA
172
Wealth Alliance
New York
$263K +$15.7K +382 +5%
CFGS
173
Concourse Financial Group Securities
Alabama
$260K -$196K -4,775 -39%
DBRC
174
D.B. Root & Company
Pennsylvania
$255K +$4.73K +115 +2%
SW
175
SVB Wealth
Massachusetts
$245K +$20.8K +505 +8%