| 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
1.54% of their portfolio |
SAN FRANCISCO, CA |
627,800627.8k
$27.7m |
$27.7m |
1.54% |
Added
+9.2k |
+9,192 |
| 2 |
Y.D. More Investments Ltd
0.23% of their portfolio |
Ramat Gan, L3 |
168,374168.4k
$7.4m |
$7.4m |
0.23% |
Added
+18.5k |
+18,480 |
| 3 |
FLOW TRADERS U.S. LLC
0.26% of their portfolio |
NEW YORK, NY |
144,428144.4k
$6.4m |
$6.4m |
0.26% |
Added
+12.9k |
+12,889 |
| 4 |
Federation des caisses Desjardins du Quebec
0.02% of their portfolio |
LEVIS, A8 |
128,408128.4k
$5.7m |
$5.7m |
0.02% |
New |
|
| 5 |
Harel Insurance Investments & Financial Services Ltd.
0.02% of their portfolio |
Ramat Gan, L3 |
84,95485.0k
$3.7m |
$3.7m |
0.02% |
Added
+7.0k |
+7,044 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
80,92880.9k
$3.6m |
$3.6m |
0.00% |
Added
+2.1k |
+2,131 |
| 7 |
Advisors Capital Management, LLC
0.03% of their portfolio |
RIDGEWOOD, NJ |
66,42866.4k
$2.9m |
$2.9m |
0.03% |
New |
|
| 8 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
37,91537.9k
$1.7m |
$1.7m |
0.00% |
Added
+439 |
+439 |
| 9 |
Genesee Capital Advisors, LLC
0.50% of their portfolio |
AUBURN, NY |
35,88835.9k
$1.6m |
$1.6m |
0.50% |
Reduced
-2.4k |
-2,435 |
| 10 |
Financial Sense Advisors, Inc.
0.29% of their portfolio |
SAN DIEGO, CA |
33,40233.4k
$1.5m |
$1.5m |
0.29% |
Reduced
-4.3k |
-4,321 |
| 11 |
INSIGNEO ADVISORY SERVICES, LLC
0.05% of their portfolio |
MIAMI, FL |
29,44429.4k
$1.3m |
$1.3m |
0.05% |
Added
+18.2k |
+18,154 |
| 12 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
27,17027.2k
$1.2m |
$1.2m |
0.00% |
Added
+1.1k |
+1,145 |
| 13 |
Avestar Capital, LLC
0.06% of their portfolio |
New York, NY |
22,72622.7k
$1.0m |
$1.0m |
0.06% |
Added
+629 |
+629 |
| 14 |
LEAVELL INVESTMENT MANAGEMENT, INC.
0.04% of their portfolio |
MOBILE, AL |
22,55022.6k
$1.0m |
$1.0m |
0.04% |
Reduced
-26.2k |
-26,250 |
| 15 |
Nikulski Financial, Inc.
0.16% of their portfolio |
BETTENDORF, IA |
17,14517.1k
$761.4k |
$761.4k |
0.16% |
Reduced
-495 |
-495 |
| 16 |
Global View Capital Management LLC
0.15% of their portfolio |
WAUKESHA, WI |
16,40216.4k
$724.4k |
$724.4k |
0.15% |
Reduced
-9.2k |
-9,156 |
| 17 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
14,65214.7k
$647.1k |
$647.1k |
0.00% |
Added
+3.1k |
+3,070 |
| 18 |
Strait & Sound Wealth Management LLC
0.21% of their portfolio |
SAN FRANCISCO, CA |
13,74113.7k
$606.9k |
$606.9k |
0.21% |
Reduced
-499 |
-499 |
| 19 |
OpenArc Corporate Advisory, LLC
0.01% of their portfolio |
ATLANTA, GA |
12,50612.5k
$552.4k |
$552.4k |
0.01% |
New |
|
| 20 |
Kohmann Bosshard Financial Services, LLC
0.04% of their portfolio |
FAIRLAWN, OH |
11,79511.8k
$521.0k |
$521.0k |
0.04% |
Added
+1.7k |
+1,724 |
| 21 |
Belvedere Trading LLC
0.03% of their portfolio |
CHICAGO, IL |
8,0058.0k
$353.6k |
$353.6k |
0.03% |
New |
|
| 22 |
Parallel Advisors, LLC
0.01% of their portfolio |
SAN FRANCISCO, CA |
7,6107.6k
$336.1k |
$336.1k |
0.01% |
Reduced
-290 |
-290 |
| 23 |
D. E. Shaw & Co., Inc.
0.00% of their portfolio |
New York, NY |
7,0067.0k
$309.4k |
$309.4k |
0.00% |
Reduced
-2.4k |
-2,400 |
| 24 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
7,0047.0k
$309.4k |
$309.4k |
0.00% |
Reduced
-58.7k |
-58,677 |
| 25 |
MML INVESTORS SERVICES, LLC
0.00% of their portfolio |
SPRINGFIELD, MA |
6,8936.9k
$304.4k |
$304.4k |
0.00% |
Added
+544 |
+544 |
| 26 |
ENVESTNET ASSET MANAGEMENT INC
0.00% of their portfolio |
Berwyn, PA |
6,4466.4k
$284.7k |
$284.7k |
0.00% |
Reduced
-133 |
-133 |
| 27 |
Wealthfront Advisers LLC
0.00% of their portfolio |
Palo Alto, CA |
4,7524.8k
$209.9k |
$209.9k |
0.00% |
Reduced
-587 |
-587 |
| 28 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
3,8743.9k
$171.1k |
$171.1k |
0.00% |
Unchanged |
|
| 29 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
3,5393.5k
$156.3k |
$156.3k |
0.00% |
Added
+2.5k |
+2,509 |
| 30 |
US BANCORP \DE\
0.00% of their portfolio |
MINNEAPOLIS, MN |
1,9522.0k
$86.2k |
$86.2k |
0.00% |
Unchanged |
|
| 31 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
1,7051.7k
$75.3k |
$75.3k |
0.00% |
Unchanged |
|
| 32 |
Cape Investment Advisory, Inc.
0.02% of their portfolio |
MCDONOUGH, GA |
1,4901.5k
$65.8k |
$65.8k |
0.02% |
New |
|
| 33 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
1,4781.5k
$65.3k |
$65.3k |
0.00% |
Reduced
-7.4k |
-7,444 |
| 34 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
1,1501.1k
$50.8k |
$50.8k |
0.00% |
Unchanged |
|
| 35 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
1,0491.0k
$46.3k |
$46.3k |
0.00% |
Unchanged |
|
| 36 |
TD Waterhouse Canada Inc.
0.00% of their portfolio |
TORONTO, A6 |
875875
$38.6k |
$38.6k |
0.00% |
Unchanged |
|
| 37 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
841841
$37.1k |
$37.1k |
0.00% |
Added
+380 |
+380 |
| 38 |
LFA - Lugano Financial Advisors SA
0.02% of their portfolio |
LUGANO, V8 |
645645
$28.5k |
$28.5k |
0.02% |
Unchanged |
|
| 39 |
Spire Wealth Management
0.00% of their portfolio |
MCLEAN, VA |
450450
$19.9k |
$19.9k |
0.00% |
Reduced
-500 |
-500 |
| 40 |
Medallion Wealth Advisors, LLC
0.00% of their portfolio |
FARMINGTON, CT |
321321
$14.2k |
$14.2k |
0.00% |
Unchanged |
|
| 41 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
235235
$10.4k |
$10.4k |
0.00% |
New |
|
| 42 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
223223
$9.9k |
$9.9k |
0.00% |
Unchanged |
|
| 43 |
SBI Securities Co., Ltd.
0.00% of their portfolio |
TOKYO, M0 |
202202
$8.9k |
$8.9k |
0.00% |
Reduced
-315 |
-315 |
| 44 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
125125
$5.5k |
$5.5k |
0.00% |
Added
+124 |
+124 |
| 45 |
SIGNATUREFD, LLC
0.00% of their portfolio |
ATLANTA, GA |
125125
$5.5k |
$5.5k |
0.00% |
Reduced
-221 |
-221 |
| 46 |
NATIONAL BANK OF CANADA /FI/
0.00% of their portfolio |
MONTREAL, A8 |
114114
$5.0k |
$5.0k |
0.00% |
Added
+92 |
+92 |
| 47 |
WHITTIER TRUST CO
0.00% of their portfolio |
SOUTH PASADENA, CA |
100100
$4.6k |
$4.6k |
0.00% |
Unchanged |
|
| 48 |
BlueCrest Capital Management Ltd
0.00% of their portfolio |
ST HELIER, Y9 |
8686
$3.8k |
$3.8k |
0.00% |
New |
|
| 49 |
VANGUARD ADVISERS INC
0.00% of their portfolio |
Malvern, PA |
8080
$3.5k |
$3.5k |
0.00% |
Unchanged |
|
| 50 |
Commonwealth Retirement Investments LLC
0.00% of their portfolio |
RICHMOND, VA |
5050
$2.2k |
$2.2k |
0.00% |
New |
|
| 51 |
AlphaCore Capital LLC
0.00% of their portfolio |
LA JOLLA, CA |
11
$44 |
$44 |
0.00% |
New |
|