| 1 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
684,389684.4k
$15.6m |
$15.6m |
0.00% |
Reduced
-46.3k |
-46,261 |
| 2 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
378,169378.2k
$8.6m |
$8.6m |
0.00% |
Added
+49.6k |
+49,558 |
| 3 |
TWO SIGMA INVESTMENTS, LP
0.00% of their portfolio |
NEW YORK, NY |
242,100242.1k
$5.5m |
$5.5m |
0.00% |
Reduced
-11.6k |
-11,600 |
| 4 |
SPHERA FUNDS MANAGEMENT LTD.
0.64% of their portfolio |
TEL AVIV, L3 |
195,900195.9k
$4.5m |
$4.5m |
0.64% |
New |
|
| 5 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
162,061162.1k
$3.7m |
$3.7m |
0.00% |
Added
+28.1k |
+28,135 |
| 6 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
137,160137.2k
$3.1m |
$3.1m |
0.00% |
Reduced
-24.7k |
-24,653 |
| 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
99,75399.8k
$2.3m |
$2.3m |
0.00% |
Added
+53.8k |
+53,827 |
| 8 |
Clearwater Capital Advisors, LLC
0.15% of their portfolio |
HOFFMAN ESTATES, IL |
87,46487.5k
$2.0m |
$2.0m |
0.15% |
Reduced
-6.9k |
-6,897 |
| 9 |
FLOW TRADERS U.S. LLC
0.06% of their portfolio |
NEW YORK, NY |
65,66665.7k
$1.5m |
$1.5m |
0.06% |
Added
+41.5k |
+41,477 |
| 10 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
64,86564.9k
$1.5m |
$1.5m |
0.00% |
Added
+4.0k |
+3,988 |
| 11 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
64,16264.2k
$1.5m |
$1.5m |
0.00% |
Reduced
-3.9k |
-3,867 |
| 12 |
JONES FINANCIAL COMPANIES LLLP
0.00% of their portfolio |
DES PERES, MO |
52,74652.7k
$1.2m |
$1.2m |
0.00% |
Reduced
-161 |
-161 |
| 13 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
52,51352.5k
$1.2m |
$1.2m |
0.00% |
Added
+7.4k |
+7,419 |
| 14 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
39,99340.0k
$909.4k |
$909.4k |
0.00% |
Added
+18.0k |
+17,951 |
| 15 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
38,91638.9k
$884.9k |
$884.9k |
0.00% |
Reduced
-48.0k |
-48,040 |
| 16 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
29,16929.2k
$663.3k |
$663.3k |
0.00% |
New |
|
| 17 |
Cambridge Investment Research Advisors, Inc.
0.00% of their portfolio |
FAIRFIELD, IA |
28,90028.9k
$658.0k |
$658.0k |
0.00% |
Added
+14.0k |
+14,023 |
| 18 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
28,75828.8k
$654.0k |
$654.0k |
0.00% |
Reduced
-6.9k |
-6,867 |
| 19 |
SCOTIA CAPITAL INC.
0.00% of their portfolio |
TORONTO, A6 |
25,58225.6k
$581.8k |
$581.8k |
0.00% |
Added
+6.9k |
+6,892 |
| 20 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
20,42920.4k
$464.6k |
$464.6k |
0.00% |
Added
+20 |
+20 |
| 21 |
Daiwa Securities Group Inc.
0.00% of their portfolio |
CHIYODA-KU,TOKYO, M0 |
20,00020.0k
$454.8k |
$454.8k |
0.00% |
Unchanged |
|
| 22 |
Oder Investment Management, LLC
0.30% of their portfolio |
WOODLAND HILLS, CA |
19,49619.5k
$443.3k |
$443.3k |
0.30% |
Reduced
-1.7k |
-1,703 |
| 23 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
19,18419.2k
$436.0k |
$436.0k |
0.00% |
Reduced
-138 |
-138 |
| 24 |
IHT Wealth Management, LLC
0.01% of their portfolio |
Chicago, IL |
17,81617.8k
$405.1k |
$405.1k |
0.01% |
Reduced
-1.5k |
-1,480 |
| 25 |
Kropog Financial Group, LLC
0.28% of their portfolio |
MANDEVILLE, LA |
17,67417.7k
$401.9k |
$401.9k |
0.28% |
Unchanged |
|
| 26 |
Sanctuary Advisors, LLC
0.00% of their portfolio |
INDIANAPOLIS, IN |
16,51416.5k
$375.5k |
$375.5k |
0.00% |
Reduced
-13.8k |
-13,781 |
| 27 |
Focus Partners Wealth
0.00% of their portfolio |
ST LOUIS, MO |
16,39716.4k
$372.9k |
$372.9k |
0.00% |
Reduced
-1.3k |
-1,285 |
| 28 |
&PARTNERS
0.00% of their portfolio |
NASHVILLE, TN |
13,21513.2k
$300.5k |
$300.5k |
0.00% |
Unchanged |
|
| 29 |
SteelPeak Wealth, LLC
0.01% of their portfolio |
WOODLAND HILLS, CA |
12,83012.8k
$291.8k |
$291.8k |
0.01% |
Added
+2.7k |
+2,734 |
| 30 |
OPPENHEIMER & CO INC
0.00% of their portfolio |
NEW YORK, NY |
10,91210.9k
$248.1k |
$248.1k |
0.00% |
Reduced
-790 |
-790 |
| 31 |
Archford Capital Strategies, LLC
0.02% of their portfolio |
SWANSEA, IL |
10,84610.8k
$246.6k |
$246.6k |
0.02% |
Unchanged |
|
| 32 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
10,82210.8k
$246.1k |
$246.1k |
0.00% |
Reduced
-5.5k |
-5,529 |
| 33 |
HRT FINANCIAL LP
0.00% of their portfolio |
NEW YORK, NY |
10,78510.8k
$245.0k |
$245.0k |
0.00% |
New |
|
| 34 |
NANO CAP NEW MILLENNIUM GROWTH FUND L P
0.17% of their portfolio |
STATEN ISLAND, NY |
10,00010.0k
$227.4k |
$227.4k |
0.17% |
Reduced
-8.5k |
-8,500 |
| 35 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
9,2329.2k
$209.9k |
$209.9k |
0.00% |
New |
|
| 36 |
HighTower Advisors, LLC
0.00% of their portfolio |
CHICAGO, IL |
9,0559.1k
$205.9k |
$205.9k |
0.00% |
New |
|
| 37 |
BNP PARIBAS FINANCIAL MARKETS
0.00% of their portfolio |
PARIS, I0 |
6,8216.8k
$155.1k |
$155.1k |
0.00% |
New |
|
| 38 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
6,5186.5k
$148.2k |
$148.2k |
0.00% |
Added
+82 |
+82 |
| 39 |
CVA Family Office, LLC
0.01% of their portfolio |
DENVER, CO |
6,4166.4k
$145.9k |
$145.9k |
0.01% |
Unchanged |
|
| 40 |
SBI Securities Co., Ltd.
0.00% of their portfolio |
TOKYO, M0 |
5,9165.9k
$134.5k |
$134.5k |
0.00% |
Reduced
-42 |
-42 |
| 41 |
Ameritas Investment Partners, Inc.
0.00% of their portfolio |
LINCOLN, NE |
5,1855.2k
$117.9k |
$117.9k |
0.00% |
Reduced
-795 |
-795 |
| 42 |
CITIGROUP INC
0.00% of their portfolio |
NEW YORK, NY |
4,9394.9k
$112.3k |
$112.3k |
0.00% |
Reduced
-9.7k |
-9,743 |
| 43 |
Triumph Capital Management
0.02% of their portfolio |
DENVER, CO |
3,6753.7k
$83.6k |
$83.6k |
0.02% |
Unchanged |
|
| 44 |
Prestige Wealth Management Group LLC
0.01% of their portfolio |
FLEMINGTON, NJ |
2,6482.6k
$60.2k |
$60.2k |
0.01% |
Unchanged |
|
| 45 |
JPMORGAN CHASE & CO
0.00% of their portfolio |
NEW YORK, NY |
2,4672.5k
$55.5k |
$55.5k |
0.00% |
Reduced
-864 |
-864 |
| 46 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
ORLANDO, FL |
2,4002.4k
$56.0k |
$56.0k |
0.00% |
Unchanged |
|
| 47 |
Geneos Wealth Management Inc.
0.00% of their portfolio |
ENGLEWOOD, CO |
2,2002.2k
$50.0k |
$50.0k |
0.00% |
Unchanged |
|
| 48 |
Institute for Wealth Management, LLC.
0.00% of their portfolio |
DENVER, CO |
2,0762.1k
$47.2k |
$47.2k |
0.00% |
New |
|
| 49 |
CREATIVE FINANCIAL DESIGNS INC /ADV
0.00% of their portfolio |
KOKOMO, IN |
1,9722.0k
$44.8k |
$44.8k |
0.00% |
Reduced
-186 |
-186 |
| 50 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
1,9501.9k
$44.3k |
$44.3k |
0.00% |
New |
|
| 51 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
1,6371.6k
$37.2k |
$37.2k |
0.00% |
Unchanged |
|
| 52 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
1,5831.6k
$36.0k |
$36.0k |
0.00% |
Unchanged |
|
| 53 |
NFSG Corp
0.00% of their portfolio |
BOCA RATON, FL |
1,5001.5k
$34.1k |
$34.1k |
0.00% |
Unchanged |
|
| 54 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% of their portfolio |
NEW YORK, NY |
1,4001.4k
$31.8k |
$31.8k |
0.00% |
Unchanged |
|
| 55 |
Founders Financial Alliance, LLC
0.00% of their portfolio |
RALEIGH, NC |
1,2421.2k
$28.2k |
$28.2k |
0.00% |
Unchanged |
|
| 56 |
Realta Investment Advisors
0.01% of their portfolio |
WILMINGTON, DE |
1,2401.2k
$28.2k |
$28.2k |
0.01% |
Unchanged |
|
| 57 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
1,2181.2k
$27.7k |
$27.7k |
0.00% |
Unchanged |
|
| 58 |
GROUP ONE TRADING LLC
0.00% of their portfolio |
CHICAGO, IL |
1,0561.1k
$24.0k |
$24.0k |
0.00% |
Reduced
-7 |
-7 |
| 59 |
KERR FINANCIAL PLANNING Corp
0.03% of their portfolio |
FRESNO, CA |
1,0561.1k
$24.0k |
$24.0k |
0.03% |
Unchanged |
|
| 60 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
923923
$21.0k |
$21.0k |
0.00% |
Unchanged |
|
| 61 |
PRIVATE TRUST CO NA
0.00% of their portfolio |
CLEVELAND, OH |
800800
$18.2k |
$18.2k |
0.00% |
Unchanged |
|
| 62 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
796796
$18.1k |
$18.1k |
0.00% |
Unchanged |
|
| 63 |
TUCKER ASSET MANAGEMENT LLC
0.00% of their portfolio |
LITTLETON, CO |
552552
$12.6k |
$12.6k |
0.00% |
Unchanged |
|
| 64 |
MOTCO
0.00% of their portfolio |
SAN ANTONIO, TX |
500500
$11.4k |
$11.4k |
0.00% |
Unchanged |
|
| 65 |
IFG Advisory, LLC
0.00% of their portfolio |
ATLANTA, GA |
500500
$11.4k |
$11.4k |
0.00% |
New |
|
| 66 |
Golden State Wealth Management, LLC
0.00% of their portfolio |
SANTA ANA, CA |
500500
$11.4k |
$11.4k |
0.00% |
Unchanged |
|
| 67 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
491491
$11.2k |
$11.2k |
0.00% |
Unchanged |
|
| 68 |
Mosley Wealth Management
0.00% of their portfolio |
ANAHEIM, CA |
449449
$10.2k |
$10.2k |
0.00% |
New |
|
| 69 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
407407
$9.3k |
$9.3k |
0.00% |
Reduced
-421 |
-421 |
| 70 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
360360
$8.2k |
$8.2k |
0.00% |
Unchanged |
|
| 71 |
Center for Financial Planning, Inc.
0.00% of their portfolio |
SOUTHFIED, MI |
300300
$6.8k |
$6.8k |
0.00% |
Unchanged |
|
| 72 |
TSFG, LLC
0.00% of their portfolio |
LAKE FOREST, IL |
250250
$6.0k |
$6.0k |
0.00% |
Unchanged |
|
| 73 |
Mowery & Schoenfeld Wealth Management, LLC
0.01% of their portfolio |
LINCOLNSHIRE, IL |
245245
$5.6k |
$5.6k |
0.01% |
Unchanged |
|
| 74 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
216216
$4.9k |
$4.9k |
0.00% |
First filing |
|
| 75 |
Main Management LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
204204
$5.0k |
$5.0k |
0.00% |
Unchanged |
|
| 76 |
Dunhill Financial, LLC
0.00% of their portfolio |
LONDON, X0 |
199199
$4.5k |
$4.5k |
0.00% |
Unchanged |
|
| 77 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
172172
$3.9k |
$3.9k |
0.00% |
Unchanged |
|
| 78 |
Smartleaf Asset Management LLC
0.00% of their portfolio |
BOSTON, MA |
160160
$3.6k |
$3.6k |
0.00% |
Unchanged |
|
| 79 |
Glen Eagle Advisors, LLC
0.00% of their portfolio |
KINGSTON, NJ |
150150
$3.4k |
$3.4k |
0.00% |
Unchanged |
|
| 80 |
FWL INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
Dallas, TX |
140140
$3.2k |
$3.2k |
0.00% |
Reduced
-140 |
-140 |
| 81 |
Signature Equity Partners, LLC
0.00% of their portfolio |
COLUMBUS, OH |
108108
$2.5k |
$2.5k |
0.00% |
New |
|
| 82 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
101101
$2.3k |
$2.3k |
0.00% |
Unchanged |
|
| 83 |
HM PAYSON & CO
0.00% of their portfolio |
PORTLAND, ME |
100100
$2.3k |
$2.3k |
0.00% |
Unchanged |
|
| 84 |
Murphy & Mullick Capital Management Corp
0.00% of their portfolio |
SMITHTOWN, NY |
100100
$2.3k |
$2.3k |
0.00% |
Unchanged |
|
| 85 |
City State Bank
0.00% of their portfolio |
NORWALK, IA |
4545
$1.0k |
$1.0k |
0.00% |
Unchanged |
|
| 86 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
66
$136 |
$136 |
0.00% |
Reduced
-12 |
-12 |
| 87 |
HighMark Wealth Management LLC
0.00% of their portfolio |
ST. PAUL, MN |
00
$0 |
$0 |
0.00% |
Unchanged |
|