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Name Holding Trade Value Shares
Change
Change in
Stake
Farther Finance Advisors
101
Farther Finance Advisors
California
$8.74K +$8.2K +3,004 New
Parallel Advisors
102
Parallel Advisors
California
$6.61K – – –
PB
103
Pinnacle Bancorp
Nebraska
$3.79K – – –
Quadrant Capital Group
104
Quadrant Capital Group
Ohio
$3.18K – – –
Bessemer Group
105
Bessemer Group
New Jersey
$3K +$2.95K +1,081 New
GAMMA Investing
106
GAMMA Investing
California
$2.93K +$710 +260 +35%
PTC
107
Private Trust Company
Ohio
$2.86K – – –
GCM
108
Gables Capital Management
Florida
$1.46K – – –
Brown Brothers Harriman & Co
109
Brown Brothers Harriman & Co
New York
$1.21K – – –
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$1.09K +$1.03K +376 New
MAI Capital Management
111
MAI Capital Management
Ohio
$1.08K – – –
PWA
112
Physician Wealth Advisors
Utah
$1.01K – – –
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$952 +$464 +170 +108%
RhumbLine Advisers
114
RhumbLine Advisers
Massachusetts
$759 – – –
TFA
115
Transamerica Financial Advisors
Florida
$716 +$150 +55 +29%
PWPS
116
Pinnacle Wealth Planning Services
Ohio
$698 +$655 +240 New
RWS
117
Retirement Wealth Solutions
Wisconsin
$350 – – –
Osaic Holdings
118
Osaic Holdings
Arizona
$291 -$5.74K -2,101 -95%
Dodge & Cox
119
Dodge & Cox
California
– -$173M -64,208,690 Closed
Macquarie Group
120
Macquarie Group
Australia
– -$20.5M -7,613,574 Closed
Man Group
121
Man Group
United Kingdom
– -$1.22M -454,940 Closed
Natixis Advisors
122
Natixis Advisors
Massachusetts
– -$933K -346,896 Closed
BAM
123
Byrne Asset Management
New Jersey
– -$68.7K -25,540 Closed
TSS
124
Two Sigma Securities
New York
– -$36.9K -13,723 Closed
Vanguard Personalized Indexing Management
125
Vanguard Personalized Indexing Management
California
– -$27.7K -10,312 Closed