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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
51
Laird Norton Wetherby Wealth Management
California
$992K +$91.2K +1,361 +10%
AIMCA
52
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$985K +$985K +14,700 New
KOC
53
Koss-Olinger Consulting
Florida
$909K -$352K -5,252 -28%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$905K +$5.09K +76 +0.6%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$897K +$11.7K +174 +1%
GTAM
56
Global Trust Asset Management
Florida
$805K -$6.57K -98 -0.8%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$726K -$10.9K -163 -1%
Creative Planning
58
Creative Planning
Kansas
$713K +$69.7K +1,041 +11%
RWM
59
Ritholtz Wealth Management
New York
$712K -$38.5K -575 -5%
AWM
60
Altium Wealth Management
New York
$685K
Bank of New York Mellon
61
Bank of New York Mellon
New York
$670K +$38.3K +571 +6%
IRC
62
Investors Research Corp
Georgia
$647K
Two Sigma Advisers
63
Two Sigma Advisers
New York
$644K -$234K -3,500 -27%
MML Investors Services
64
MML Investors Services
Massachusetts
$623K +$62.1K +927 +11%
Stifel Financial
65
Stifel Financial
Missouri
$592K +$591K +8,820 New
S
66
SignatureFD
Georgia
$575K +$61.8K +922 +12%
M&T Bank
67
M&T Bank
New York
$572K +$3.42K +51 +0.6%
SCM
68
SOL Capital Management
Maryland
$543K
FTDI
69
First Trust Direct Indexing
Massachusetts
$529K +$54.9K +820 +12%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$491K +$9.71K +145 +2%
KWA
71
KCS Wealth Advisory
California
$462K -$9.78K -146 -2%
Osaic Holdings
72
Osaic Holdings
Arizona
$458K +$83.3K +1,244 +22%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$456K -$1.06M -15,863 -70%
BP
74
Ballentine Partners
Massachusetts
$451K +$96.9K +1,446 +27%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$418K +$7.37K +110 +2%