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Name Holding Trade Value Shares
Change
Change in
Stake
Jump Financial
501
Jump Financial
Illinois
$372K +$27.5K +244 +9%
LA
502
LexAurum Advisors
Kansas
$367K – – –
Jarislowsky, Fraser Ltd
503
Jarislowsky, Fraser Ltd
Quebec, Canada
$364K – – –
Tocqueville Asset Management
504
Tocqueville Asset Management
New York
$363K – – –
NERM
505
New England Research & Management
Illinois
$363K +$338K +3,000 New
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$362K +$36.6K +325 +12%
Haverford Trust Company
507
Haverford Trust Company
Pennsylvania
$359K – – –
Williams Jones Wealth Management
508
Williams Jones Wealth Management
New York
$357K -$16.9K -150 -5%
Avior Wealth Management
509
Avior Wealth Management
Nebraska
$356K -$61.9K -550 -16%
YIA
510
YHB Investment Advisors
Connecticut
$356K +$3.49K +31 +1%
AIM
511
Aigen Investment Management
New York
$343K -$87.4K -776 -21%
APA
512
American Portfolios Advisors
New York
$342K +$3.83K +34 +1%
KeyBank National Association
513
KeyBank National Association
Ohio
$342K +$6.76K +60 +2%
Conning Inc
514
Conning Inc
Connecticut
$338K -$4.62K -41 -1%
Ethic Inc
515
Ethic Inc
New York
$337K +$314K +2,786 New
QS Investors
516
QS Investors
New York
$331K – – –
Modera Wealth Management
517
Modera Wealth Management
New Jersey
$330K +$76.2K +677 +33%
LWAC
518
Laurel Wealth Advisors (California)
California
$327K – – –
Greenleaf Trust
519
Greenleaf Trust
Michigan
$326K +$31K +275 +11%
KPW
520
Kore Private Wealth
New York
$312K +$57.9K +514 +25%
Park Avenue Securities
521
Park Avenue Securities
New York
$312K +$290K +2,579 New
ALPS Advisors
522
ALPS Advisors
Colorado
$310K -$8.78K -78 -3%
GD
523
Grandfield & Dodd
New York
$310K – – –
Dai-ichi Life Insurance Company
524
Dai-ichi Life Insurance Company
Japan
$309K – – –
GEM
525
Global Endowment Management
North Carolina
$303K -$198K -1,760 -41%