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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Partnership Wealth Management
Maryland
$405K +$412K +10,889 New
TC
152
TwinBeech Capital
New York
$401K +$74.5K +1,969 +30%
SW
153
SkyOak Wealth
Michigan
$372K +$296K +7,820 New
T. Rowe Price Associates
154
T. Rowe Price Associates
Maryland
$363K +$28.3K +748 +11%
CP
155
Camelot Portfolios
Ohio
$360K +$36.6K +966 +15%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$346K -$21.1K -558 -7%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$328K
BC
158
Bridgefront Capital
Texas
$312K +$248K +6,560 New
HighTower Advisors
159
HighTower Advisors
Illinois
$308K +$244K +6,459 New
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$305K -$510K -13,479 -68%
SPIA
161
Steward Partners Investment Advisory
New York
$302K -$15.7K -416 -6%
DCM
162
DGS Capital Management
New Jersey
$279K -$62.9K -1,663 -22%
Lazard Asset Management
163
Lazard Asset Management
New York
$279K -$182K -4,799 -45%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$270K +$212K +5,610 New
SSA
165
Sierra Summit Advisors
Nevada
$269K +$214K +5,658 New
GAM
166
Gotham Asset Management
New York
$262K -$204K -5,398 -49%
ECM
167
Everence Capital Management
Indiana
$256K +$204K +5,380 New
VF
168
Vest Financial
Virginia
$254K +$203K +5,355 New
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$249K -$42.5K -1,122 -18%
MOACM
170
Mutual of America Capital Management
New York
$248K +$197K +5,209 New
JA
171
JLB & Associates
Michigan
$238K +$189K +5,000 New
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$234K +$186K +4,918 New
Russell Investments Group
173
Russell Investments Group
United Kingdom
$226K +$378 +10 +0.2%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$210K +$167K +4,424 New
C
175
Covestor
United Kingdom
$208K +$1.1K +29 +0.7%