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Name Holding Trade Value Shares
Change
Change in
Stake
RFG Advisory
201
RFG Advisory
Alabama
$535K +$65K +743 +17%
Creative Planning
202
Creative Planning
Kansas
$535K +$450K +5,142 New
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$505K -$25K -286 -6%
Cerity Partners
204
Cerity Partners
New York
$500K +$421K +4,809 New
Jefferies Financial Group
205
Jefferies Financial Group
New York
$498K +$419K +4,788 New
OR
206
Olympiad Research
Connecticut
$494K +$416K +4,753 New
RCM
207
Radnor Capital Management
Pennsylvania
$479K -$199K -2,273 -33%
Franklin Resources
208
Franklin Resources
California
$476K +$400K +4,571 New
PCM
209
Prelude Capital Management
New York
$474K +$399K +4,558 New
EP
210
Edgestream Partners
New Jersey
$452K +$380K +4,346 New
CIM
211
CIM Investment Management
Pennsylvania
$443K – – –
Vontobel Holding
212
Vontobel Holding
Switzerland
$440K -$132K -1,513 -26%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$428K -$836K -9,554 -70%
NRD
214
Nebula Research & Development
New York
$425K +$358K +4,088 New
Silvercrest Asset Management
215
Silvercrest Asset Management
New York
$418K +$352K +4,018 New
BP
216
BBR Partners
New York
$416K – – –
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$412K -$12K -137 -3%
N
218
Numerai
California
$410K +$345K +3,937 New
Fayez Sarofim & Co
219
Fayez Sarofim & Co
Texas
$395K – – –
Ameritas Investment Partners
220
Ameritas Investment Partners
Nebraska
$392K -$12.5K -143 -4%
Y-Intercept (HK)
221
Y-Intercept (HK)
Hong Kong
$391K +$329K +3,761 New
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$386K +$75K +857 +30%
QRG Capital Management
223
QRG Capital Management
Illinois
$380K -$5.16K -59 -2%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$379K +$4.46K +51 +1%
Leonteq Securities AG
225
Leonteq Securities AG
Switzerland
$366K -$29.5K -337 -9%