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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
51
Vanguard Personalized Indexing Management
California
$805K +$47.8K +1,005 +7%
UBS Group
52
UBS Group
Switzerland
$728K -$299K -6,276 -31%
Cerity Partners
53
Cerity Partners
New York
$691K +$164K +3,452 +34%
CAM
54
Cresset Asset Management
Illinois
$678K +$148K +3,118 +31%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$636K +$80.5K +1,691 +16%
CI
56
Ceera Investments
Texas
$632K +$111K +2,335 +23%
M&T Bank
57
M&T Bank
New York
$628K -$17.8K -374 -3%
SSA
58
Schonfeld Strategic Advisors
New York
$609K -$66.6K -1,400 -11%
BRIA
59
Balanced Rock Investment Advisors
Massachusetts
$604K -$9.71K -204 -2%
HF
60
HRT Financial
New York
$579K -$3.78M -79,483 -88%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$563K +$22.8K +479 +5%
Corient Private Wealth
62
Corient Private Wealth
Florida
$559K +$20.8K +437 +4%
LWAM
63
Legacy Wealth Asset Management
Minnesota
$523K +$4.62K +97 +1%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$520K +$88K +1,849 +23%
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$514K -$54.4K -1,144 -10%
AA
66
Axiom Advisory
California
$509K +$7.95K +167 +2%
S
67
SignatureFD
Georgia
$490K +$3.14K +66 +0.7%
NS
68
NBC Securities
Alabama
$473K -$1.33K -28 -0.3%
IRC
69
Investors Research Corp
Georgia
$458K
MWM
70
Mission Wealth Management
California
$456K +$18.4K +387 +5%
HPM
71
Hudson Portfolio Management
New York
$455K +$423K +8,885 New
Citigroup
72
Citigroup
New York
$424K +$18.5K +389 +5%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$419K -$3.47K -73 -0.9%
BFG
74
Beacon Financial Group
Texas
$405K +$16.2K +341 +5%
Millennium Management
75
Millennium Management
New York
$391K +$363K +7,633 New