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Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Pinnacle Associates
New York
$690K -$12.8K -275 -2%
Wealth Enhancement Advisory Services
302
Wealth Enhancement Advisory Services
Minnesota
$687K -$91.4K -1,963 -12%
PWG
303
Portside Wealth Group
Utah
$683K +$698K +14,993 New
Vanguard Personalized Indexing Management
304
Vanguard Personalized Indexing Management
California
$675K +$82.5K +1,773 +14%
CFGS
305
Concourse Financial Group Securities
Alabama
$674K +$24.1K +517 +4%
WF
306
Welch & Forbes
Massachusetts
$670K -$62.5K -1,342 -8%
KeyBank National Association
307
KeyBank National Association
Ohio
$667K -$3.77K -81 -0.6%
EWA
308
EP Wealth Advisors
California
$667K – – –
VFA
309
Voya Financial Advisors
Connecticut
$665K -$93 -2 -0%
T
310
TOBAM
France
$652K +$313K +6,725 +89%
VCS
311
Vaughan & Co Securities
New Jersey
$649K – – –
IB
312
Intrust Bank
Kansas
$640K +$141K +3,039 +28%
SPC
313
Sigma Planning Corp
Michigan
$632K -$32.6K -700 -5%
KCPG
314
Kavar Capital Partners Group
Kansas
$632K -$135K -2,900 -17%
CIAS
315
Capital Investment Advisory Services
North Carolina
$617K +$52.5K +1,128 +9%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$614K +$68.1K +1,462 +12%
CA
317
Cetera Advisors
Colorado
$614K +$54.1K +1,162 +9%
VI
318
Versor Investments
New York
$614K +$193K +4,151 +45%
LMKC
319
L.M. Kohn & Company
Ohio
$608K -$9.31K -200 -1%
PFO
320
Pathstone Family Office
New Jersey
$600K +$255K +5,475 +74%
WTC
321
WhitTier Trust Company
Nevada
$586K +$22K +472 +4%
BC
322
Bridgefront Capital
Texas
$575K +$587K +12,603 New
CAG
323
Csenge Advisory Group
Florida
$564K -$9.87K -212 -2%
LD
324
Lipe & Dalton
New York
$563K – – –
TCA
325
Transcend Capital Advisors
New Jersey
$544K -$2.89K -62 -0.5%