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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
201
Icon Wealth Partners
Texas
$346K -$16.9K -2,452 -5%
BC
202
Brinker Capital
Pennsylvania
$327K -$42.7K -6,206 -12%
MML Investors Services
203
MML Investors Services
Massachusetts
$317K -$40.9K -5,944 -12%
AP
204
Advisor Partners
California
$316K +$49.9K +7,262 +20%
UBS AM
205
UBS AM
Illinois
$315K
SIA
206
Sit Investment Associates
Minnesota
$294K
Prudential Financial
207
Prudential Financial
New Jersey
$285K -$2.02M -293,800 -88%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$268K +$344 +50 +0.1%
CIBC World Market
209
CIBC World Market
Ontario, Canada
$258K -$108K -15,675 -31%
CNBT
210
Canandaigua National Bank & Trust
New York
$257K +$243K +35,328 New
Millennium Management
211
Millennium Management
New York
$251K +$238K +34,581 New
PP
212
Paloma Partners
Connecticut
$242K -$243K -35,395 -52%
CS
213
Candriam SCA
Luxembourg
$241K
GVT
214
Genesee Valley Trust
New York
$240K
RIA
215
Regal Investment Advisors
Michigan
$236K +$11K +1,604 +5%
MIFH
216
Migdal Insurance & Financial Holdings
Israel
$228K
LPL Financial
217
LPL Financial
California
$227K +$215K +31,254 New
MIH
218
Meitav Investment House
Israel
$222K -$1.31K -190 -0.6%
TF
219
TIAA FSB
Florida
$218K +$206K +29,971 New
CIC
220
Cutler Investment Counsel
Oregon
$215K
RCA
221
Rowland Carmichael Advisors
Arizona
$210K
JIC
222
Johnson Investment Counsel
Ohio
$204K -$1.66K -241 -0.9%
CSS
223
Cubist Systematic Strategies
Connecticut
$198K -$99.5K -14,470 -35%
WTC
224
WhitTier Trust Company
Nevada
$198K -$11.9K -1,730 -6%
LSAG
225
Lake Street Advisors Group
New Hampshire
$191K -$6.81K -990 -4%