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Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Pinnacle Associates
New York
$1.7M +$484K +12,500 +41%
BL
202
BFSG LLC
California
$1.69M -$220K -5,679 -12%
IWC
203
Integrated Wealth Concepts
Massachusetts
$1.63M +$40.1K +1,036 +3%
BG
204
Bollard Group
Massachusetts
$1.61M -$5.67M -146,558 -78%
Corient Private Wealth
205
Corient Private Wealth
Florida
$1.59M +$57K +1,473 +4%
DBG
206
De Burlo Group
Massachusetts
$1.58M – – –
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.58M – – –
TI
208
Trexquant Investment
Connecticut
$1.57M +$1.54M +39,907 New
CRIG
209
Charter Research & Investment Group
Connecticut
$1.54M -$86.1K -2,225 -5%
DAM
210
Diamant Asset Management
Connecticut
$1.54M -$5.81K -150 -0.4%
PCA
211
Providence Capital Advisors
North Carolina
$1.53M -$47.3K -1,222 -3%
OC
212
Oppenheimer & Co
New York
$1.53M -$4.78M -123,440 -76%
SC
213
Savant Capital
Illinois
$1.49M -$34.5K -892 -2%
Creative Planning
214
Creative Planning
Kansas
$1.46M +$394K +10,187 +38%
ECA
215
Elevated Capital Advisors
Utah
$1.46M -$30.4K -785 -2%
IF
216
Intrua Financial
Texas
$1.44M +$27.1K +701 +2%
TC
217
Tacita Capital
Ontario, Canada
$1.43M +$14.1K +365 +1%
URS
218
Utah Retirement Systems
Utah
$1.41M – – –
MSV
219
MN Services Vermogensbeheer
Netherlands
$1.41M – – –
OPA
220
Old Port Advisors
Maine
$1.37M -$16.8K -435 -1%
RPSA
221
Richard P. Slaughter Associates
Texas
$1.36M +$25K +647 +2%
FRM
222
Fox Run Management
Connecticut
$1.34M +$915K +23,627 +225%
MFFIA
223
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.31M -$38.7K -1,000 -3%
WJWM
224
Williams Jones Wealth Management
New York
$1.31M -$818K -21,143 -39%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$1.31M +$111K +2,864 +9%