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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$657K -$26.7K -564 -4%
PVWM
52
Point View Wealth Management
New Jersey
$640K +$128K +2,709 +30%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$638K +$17K +359 +3%
W
54
WealthStone
Ohio
$589K +$10.9K +230 +2%
Creative Planning
55
Creative Planning
Kansas
$567K -$6.06K -128 -1%
AWM
56
Altium Wealth Management
New York
$554K -$131K -2,775 -21%
M&T Bank
57
M&T Bank
New York
$521K -$905K -19,117 -67%
IRC
58
Investors Research Corp
Georgia
$515K -$14.2K -300 -3%
RWM
59
Ritholtz Wealth Management
New York
$500K +$62.6K +1,322 +17%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$491K -$151K -3,188 -26%
EI
61
Ethic Inc
New York
$477K +$153K +3,236 +58%
Geode Capital Management
62
Geode Capital Management
Massachusetts
$468K +$32.1K +678 +8%
SCM
63
SOL Capital Management
Maryland
$465K -$13K -275 -3%
US Bancorp
64
US Bancorp
Minnesota
$462K -$82K -1,733 -17%
CSS
65
Cubist Systematic Strategies
Connecticut
$461K +$947 +20 +0.2%
SW
66
SVB Wealth
Massachusetts
$444K +$105K +2,217 +37%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$430K +$8.71K +184 +2%
MML Investors Services
68
MML Investors Services
Massachusetts
$429K +$21.4K +453 +6%
LPL Financial
69
LPL Financial
California
$421K -$32.4K -684 -8%
KWA
70
KCS Wealth Advisory
California
$414K -$4.5K -95 -1%
BJL
71
Brighton Jones LLC
Washington
$412K -$233K -4,918 -39%
AAM
72
Advisors Asset Management
Colorado
$408K -$261K -5,517 -42%
BAM
73
Blueshift Asset Management
New Jersey
$370K -$131K -2,767 -29%
VFA
74
Voya Financial Advisors
Connecticut
$349K -$6.06K -128 -2%
BFG
75
Beacon Financial Group
Texas
$338K