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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$6K -$29 -2 -0.5%
PA
152
Parallel Advisors
California
$6K +$5.84K +399 New
QI
153
QS Investors
New York
$5K – – –
EWM
154
Evercore Wealth Management
New York
$3K – – –
CCM
155
Cribstone Capital Management
Maine
$2K – – –
LIA
156
LS Investment Advisors
Michigan
$2K – – –
Capital Research Global Investors
157
Capital Research Global Investors
California
– -$130M -9,328,061 Closed
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
– -$3.11M -222,781 Closed
MME
159
Meag Munich Ergo
Germany
– -$1.12M -80,000 Closed
GCC
160
Guardian Capital (Canada)
Ontario, Canada
– -$725K -51,862 Closed
Citadel Advisors
161
Citadel Advisors
Florida
– -$594K -42,525 Closed
SLAM
162
Swiss Life Asset Management
– -$538K -38,438 Closed
UIM
163
Underhill Investment Management
California
– -$335K -24,000 Closed
Stifel Financial
164
Stifel Financial
Missouri
– -$216K -15,470 Closed
GC
165
Guggenheim Capital
Illinois
– -$190K -13,600 Closed
NIMI
166
Natixis Investment Managers International
France
– -$54K -3,836 Closed
PWM
167
Perigon Wealth Management
California
– -$9K -611 Closed
WC
168
Whitnell & Co
Illinois
– -$2K -155 Closed
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
– -$2K -111 Closed
PRS
170
Pinkerton Retirement Specialists
Idaho
– -$1K -75 Closed
RWM
171
Raffa Wealth Management
District of Columbia
– -$559 -40 Closed
BCMIO
172
Beacon Capital Management Inc (Ohio)
Ohio
– +$59 +4 New
WAM
173
Wealthspire Advisors (Maryland)
Maryland
– +$469 +32 New