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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
751
Fayez Sarofim & Co
Texas
$580K -$5.47M -47,508 -90%
WT
752
Whittier Trust
California
$580K -$363K -3,154 -37%
WAM
753
WNY Asset Management
New York
$579K -$10.5K -91 -2%
HF
754
HRT Financial
New York
$577K -$1.1M -9,508 -64%
RCG
755
Regatta Capital Group
California
$577K -$31.7K -275 -5%
IFG
756
Independent Financial Group
California
$576K -$170K -1,473 -22%
SW
757
SteelPeak Wealth
California
$573K +$96.8K +840 +19%
LFAS
758
Level Four Advisory Services
Texas
$570K -$59.6K -517 -9%
FAM
759
Formidable Asset Management
Ohio
$568K -$38.2K -332 -6%
TC
760
Telemus Capital
Michigan
$563K +$221K +1,917 +59%
SFS
761
Stiles Financial Services
Minnesota
$562K -$24.5K -213 -4%
TPWM
762
Twelve Points Wealth Management
Massachusetts
$561K -$134K -1,159 -18%
MWA
763
Moser Wealth Advisors
Washington
$561K +$32.7K +284 +6%
Bank Julius Baer & Co
764
Bank Julius Baer & Co
Switzerland
$558K -$2.66M -23,046 -82%
JIC
765
Johnson Investment Counsel
Ohio
$557K -$29.6K -257 -5%
CFS
766
CRA Financial Services
New Jersey
$557K -$9.33K -81 -2%
Two Sigma Investments
767
Two Sigma Investments
New York
$554K -$146M -1,268,429 -100%
Bessemer Group
768
Bessemer Group
New Jersey
$552K -$35.7M -310,098 -98%
H
769
HoyleCohen
California
$549K -$2.19M -18,974 -79%
JAMONY
770
Jacob Asset Management of New York
California
$546K
GIA
771
Gladstone Institutional Advisory
Florida
$546K +$303K +2,632 +110%
LSA
772
L & S Advisors
California
$546K +$578K +5,020 New
OIA
773
OneDigital Investment Advisors
Kansas
$545K -$69.7K -605 -11%
MFG
774
Magnus Financial Group
New York
$545K +$578K +5,013 New
BBA
775
Baader Bank Aktiengesellschaft
Germany
$544K +$576K +5,000 New