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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$389K +$129K +7,581 +52%
PAS
202
Park Avenue Securities
New York
$387K -$27K -1,584 -7%
AWM
203
Ariadne Wealth Management
California
$380K +$325K +19,113 New
RJFSA
204
Raymond James Financial Services Advisors
Florida
$375K -$3.42K -201 -0.9%
KAS
205
Kestra Advisory Services
Texas
$370K -$59.3K -3,483 -14%
US Bancorp
206
US Bancorp
Minnesota
$363K -$23.1K -1,354 -6%
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$358K -$35.5K -2,088 -9%
Bank of Nova Scotia
208
Bank of Nova Scotia
Ontario, Canada
$355K +$78.3K +4,598 +29%
Stifel Financial
209
Stifel Financial
Missouri
$353K -$102K -5,992 -23%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$349K +$17.8K +1,045 +6%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$349K
SOADOR
212
State of Alaska Department of Revenue
Alaska
$347K +$22.9K +1,345 +7%
Mariner
213
Mariner
Kansas
$336K -$42.5K -2,496 -12%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$333K +$50.8K +2,986 +19%
TPA
215
Trivium Point Advisory
Connecticut
$333K -$37.4K -2,198 -11%
PI
216
PEAK6 Investments
Illinois
$331K +$321K +18,883 New
WJWM
217
Williams Jones Wealth Management
New York
$324K
MOS
218
MGO One Seven
Ohio
$322K +$11.8K +692 +4%
RFC
219
Regions Financial Corp
Alabama
$306K
Simplex Trading
220
Simplex Trading
Illinois
$298K -$452K -26,557 -61%
GS
221
GTS Securities
Florida
$289K +$281K +16,491 New
HFS
222
Hantz Financial Services
Michigan
$284K +$919 +54 +0.3%
SOW
223
State of Wyoming
Wyoming
$280K +$219K +12,851 +412%
AAS
224
Avantax Advisory Services
Texas
$279K +$9.45K +555 +4%
SFC
225
SYM Financial Corp
Indiana
$273K +$32.2K +1,894 +14%