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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
101
Fox Run Management
Connecticut
$136K +$125K +14,240 New
ACA
102
Atlas Capital Advisors
Wyoming
$124K +$82.7K +9,406 +260%
CM
103
CastleKnight Management
New York
$123K
VA
104
Vident Advisory
Georgia
$121K -$39.3K -4,472 -26%
Ameriprise
105
Ameriprise
Minnesota
$109K -$29.9K -3,402 -23%
DAM
106
Deltec Asset Management
New York
$101K
Creative Planning
107
Creative Planning
Kansas
$100K -$24.6K -2,803 -21%
Daiwa Securities Group
108
Daiwa Securities Group
Japan
$61K +$55.8K +6,353 New
SAM
109
Shell Asset Management
Netherlands
$45K
W
110
WealthCollab
Washington
$32.5K +$1.97K +224 +7%
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$28.2K +$2.06K +235 +9%
BP
112
BNP Paribas
France
$23.2K
SS
113
SBI Securities
Japan
$18.4K +$211 +24 +1%
NSIM
114
North Star Investment Management
Illinois
$18.1K
BTI
115
Blue Trust Inc
Georgia
$15.6K +$14.4K +1,634 New
RhumbLine Advisers
116
RhumbLine Advisers
Massachusetts
$13.7K -$448 -51 -3%
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$10.5K +$9.7K +1,104 New
Lazard Asset Management
118
Lazard Asset Management
New York
$10K
NC
119
NewSquare Capital
Pennsylvania
$8.95K +$7.81K +889 +1,778%
EWA
120
EverSource Wealth Advisors
Alabama
$6.29K -$6.64K -755 -53%
SO
121
Sierra Ocean
California
$5.92K -$6.38K -726 -54%
CIAM
122
Caitong International Asset Management
Hong Kong
$4.85K -$15.1K -1,714 -77%
Osaic Holdings
123
Osaic Holdings
Arizona
$3.88K +$97 +11 +3%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.81K -$1.32K -150 -27%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$3.55K +$3.23K +367 New