| 1 |
Melia Wealth LLC
1.14% of their portfolio |
TULSA, OK |
436,642436.6k
$2.0m |
$2.0m |
1.14% |
Reduced
-4.6k |
-4,588 |
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
0.00% of their portfolio |
MALVERN, PA |
355,312355.3k
$1.6m |
$1.6m |
0.00% |
Added
+12.4k |
+12,406 |
| 3 |
CARY STREET PARTNERS FINANCIAL LLC
0.01% of their portfolio |
RICHMOND, VA |
321,838321.8k
$321.8k |
$321.8k |
0.01% |
Added
+47.2k |
+47,181 |
| 4 |
SHUFRO ROSE & CO LLC
0.06% of their portfolio |
NEW YORK, NY |
215,785215.8k
$975.3k |
$975.3k |
0.06% |
Reduced
-2.0k |
-2,000 |
| 5 |
Frazier Financial Advisors, LLC
0.49% of their portfolio |
COLUMBUS, OH |
214,700214.7k
$970.4k |
$970.4k |
0.49% |
Added
+10.8k |
+10,834 |
| 6 |
RENAISSANCE TECHNOLOGIES LLC
0.00% of their portfolio |
NEW YORK, NY |
186,628186.6k
$843.6k |
$843.6k |
0.00% |
Reduced
-9.4k |
-9,390 |
| 7 |
GEODE CAPITAL MANAGEMENT, LLC
0.00% of their portfolio |
BOSTON, MA |
112,145112.1k
$507.0k |
$507.0k |
0.00% |
Reduced
-13.6k |
-13,630 |
| 8 |
BEESE FULMER INVESTMENT MANAGEMENT, INC.
0.01% of their portfolio |
CANTON, OH |
107,881107.9k
$107.9k |
$107.9k |
0.01% |
Reduced
-14.6k |
-14,579 |
| 9 |
OLIO Financial Planning
0.01% of their portfolio |
MCLEAN, VA |
59,56359.6k
$59.6k |
$59.6k |
0.01% |
Reduced
-3.4k |
-3,421 |
| 10 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
57,37457.4k
$259.3k |
$259.3k |
0.00% |
Reduced
-7.9k |
-7,904 |
| 11 |
DWR WEALTH MANAGEMENT, LLC
0.04% of their portfolio |
SAN JOSE, CA |
50,74450.7k
$50.7k |
$50.7k |
0.04% |
Reduced
-36.0k |
-36,033 |
| 12 |
Schneider Downs Wealth Management Advisors, LP
0.02% of their portfolio |
Pittsburgh, PA |
48,35048.4k
$218.5k |
$218.5k |
0.02% |
New |
|
| 13 |
VANGUARD FIDUCIARY TRUST CO
0.00% of their portfolio |
MALVERN, PA |
46,14946.1k
$208.6k |
$208.6k |
0.00% |
Added
+351 |
+351 |
| 14 |
CERTUITY, LLC
0.00% of their portfolio |
NORTH PALM BEACH, FL |
44,67944.7k
$44.7k |
$44.7k |
0.00% |
Reduced
-2.4k |
-2,373 |
| 15 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
43,87843.9k
$198.3k |
$198.3k |
0.00% |
Added
+7.3k |
+7,251 |
| 16 |
ECLECTIC ASSOCIATES INC /ADV
0.00% of their portfolio |
FULLERTON, CA |
41,97642.0k
$42.0k |
$42.0k |
0.00% |
New |
|
| 17 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
40,25640.3k
$182.0k |
$182.0k |
0.00% |
Added
+1 |
+1 |
| 18 |
Mariner, LLC
0.00% of their portfolio |
Overland Park, KS |
36,84336.8k
$166.5k |
$166.5k |
0.00% |
Unchanged |
|
| 19 |
Apella Capital, LLC
0.00% of their portfolio |
WEST HARTFORD, CT |
34,17334.2k
$34.2k |
$34.2k |
0.00% |
Reduced
-3.6k |
-3,641 |
| 20 |
STATE STREET CORP
0.00% of their portfolio |
BOSTON, MA |
32,30032.3k
$146.0k |
$146.0k |
0.00% |
Unchanged |
|
| 21 |
Gen-Wealth Partners Inc
0.01% of their portfolio |
ZEELAND, MI |
30,20730.2k
$30.2k |
$30.2k |
0.01% |
New |
|
| 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
29,34329.3k
$132.6k |
$132.6k |
0.00% |
Added
+16.2k |
+16,235 |
| 23 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01% of their portfolio |
ORLANDO, FL |
27,46227.5k
$126.0k |
$126.0k |
0.01% |
Added
+196 |
+196 |
| 24 |
Kestra Advisory Services, LLC
0.00% of their portfolio |
AUSTIN, TX |
23,87723.9k
$107.9k |
$107.9k |
0.00% |
Reduced
-2.0k |
-2,000 |
| 25 |
Rothschild Wealth LLC
0.00% of their portfolio |
OAK BROOK, IL |
23,20423.2k
$23.2k |
$23.2k |
0.00% |
New |
|
| 26 |
MONETA GROUP INVESTMENT ADVISORS LLC
0.00% of their portfolio |
ST LOUIS, MO |
22,99723.0k
$103.9k |
$103.9k |
0.00% |
Reduced
-4.3k |
-4,321 |
| 27 |
NORTHERN TRUST CORP
0.00% of their portfolio |
CHICAGO, IL |
21,40721.4k
$96.8k |
$96.8k |
0.00% |
Added
+6.2k |
+6,167 |
| 28 |
JAMES INVESTMENT RESEARCH, INC.
0.01% of their portfolio |
ALPHA, OH |
21,18621.2k
$95.8k |
$95.8k |
0.01% |
Unchanged |
|
| 29 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
21,18621.2k
$95.8k |
$95.8k |
0.00% |
Unchanged |
|
| 30 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.00% of their portfolio |
HOUSTON, TX |
15,41615.4k
$69.7k |
$69.7k |
0.00% |
Reduced
-4.1k |
-4,100 |
| 31 |
RW Investment Management LLC
0.01% of their portfolio |
Eagle, ID |
12,95913.0k
$58.6k |
$58.6k |
0.01% |
Unchanged |
|
| 32 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
9,5409.5k
$9.5k |
$9.5k |
0.00% |
Reduced
-4.3k |
-4,302 |
| 33 |
ACADIAN ASSET MANAGEMENT LLC
0.00% of their portfolio |
Boston, MA |
5,0005.0k
$22.0k |
$22.0k |
0.00% |
Unchanged |
|
| 34 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
3,9624.0k
$17.9k |
$17.9k |
0.00% |
Reduced
-2.0k |
-1,957 |
| 35 |
Vanguard Global Advisers, LLC
0.00% of their portfolio |
MALVERN, PA |
3,7953.8k
$17.2k |
$17.2k |
0.00% |
Unchanged |
|
| 36 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
2,5002.5k
$11.3k |
$11.3k |
0.00% |
New |
|
| 37 |
Larson Financial Group LLC
0.00% of their portfolio |
ST LOUIS, MO |
2,1062.1k
$9.5k |
$9.5k |
0.00% |
Reduced
-189 |
-189 |
| 38 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
928928
$4.2k |
$4.2k |
0.00% |
Reduced
-456 |
-456 |
| 39 |
Triumph Capital Management
0.00% of their portfolio |
DENVER, CO |
900900
$4.1k |
$4.1k |
0.00% |
Added
+100 |
+100 |
| 40 |
Mountain Hill Investment Partners Corp.
0.00% of their portfolio |
ATLANTIC HIGHLANDS, NJ |
292292
$1.3k |
$1.3k |
0.00% |
Added
+7 |
+7 |
| 41 |
PNC Financial Services Group, Inc.
0.00% of their portfolio |
Pittsburgh, PA |
200200
$904 |
$904 |
0.00% |
Unchanged |
|
| 42 |
Tower Research Capital LLC (TRC)
0.00% of their portfolio |
NEW YORK, NY |
4242
$190 |
$190 |
0.00% |
Reduced
-65 |
-65 |
| 43 |
BARCLAYS PLC
0.00% of their portfolio |
LONDON, X0 |
3939
$176 |
$176 |
0.00% |
New |
|
| 44 |
Caitong International Asset Management Co., Ltd
0.00% of their portfolio |
HONG KONG, K3 |
11
$5 |
$5 |
0.00% |
New |
|
| 45 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
00
$1 |
$1 |
0.00% |
Reduced
-1 |
-1 |