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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$651K +$282K +5,974 +77%
SEI Investments
52
SEI Investments
Pennsylvania
$596K +$142K +3,020 +32%
Vanguard Personalized Indexing Management
53
Vanguard Personalized Indexing Management
California
$588K +$97.3K +2,064 +20%
M&T Bank
54
M&T Bank
New York
$580K +$20.2K +428 +4%
BRIA
55
Balanced Rock Investment Advisors
Massachusetts
$577K +$27.5K +583 +5%
LNWWM
56
Laird Norton Wetherby Wealth Management
California
$568K -$39.5K -839 -7%
Optiver Holding
57
Optiver Holding
Netherlands
$555K +$552K +11,714 New
IPW
58
Inlet Private Wealth
Florida
$547K +$544K +11,550 New
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$503K +$500K +10,608 New
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$482K +$68.8K +1,460 +17%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$470K +$2.17K +46 +0.5%
LWAM
62
Legacy Wealth Asset Management
Minnesota
$464K +$25.3K +537 +6%
Charles Schwab
63
Charles Schwab
California
$461K +$122K +2,584 +36%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$452K -$471K -9,985 -51%
PI
65
PEAK6 Investments
Illinois
$444K -$550K -11,669 -55%
S
66
SignatureFD
Georgia
$432K -$15.4K -327 -3%
IRC
67
Investors Research Corp
Georgia
$424K +$35.3K +750 +9%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$418K -$320K -6,788 -44%
MWM
69
Mission Wealth Management
California
$407K -$32.5K -690 -7%
BFG
70
Beacon Financial Group
Texas
$378K +$11.8K +250 +3%
Brown Advisory
71
Brown Advisory
Maryland
$377K +$18.3K +389 +5%
SFA
72
Sequoia Financial Advisors
Ohio
$373K -$768K -16,298 -67%
EI
73
Ellevest Inc
New York
$370K +$23.2K +492 +7%
Corient Private Wealth
74
Corient Private Wealth
Florida
$357K +$111K +2,365 +46%
FTDI
75
First Trust Direct Indexing
Massachusetts
$356K -$1.89K -40 -0.5%