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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$504K -$3.57K -97 -0.6%
Envestnet Asset Management
227
Envestnet Asset Management
Illinois
$500K -$284K -7,712 -33%
EVM
228
Eaton Vance Management
Massachusetts
$479K -$223K -6,050 -29%
AWM
229
Apollon Wealth Management
South Carolina
$476K +$187K +5,088 +52%
SAM
230
Securian Asset Management
Minnesota
$454K -$6.8K -185 -1%
SP
231
Symmetry Partners
Connecticut
$450K
RIG
232
Roosevelt Investment Group
New York
$440K -$132K -3,602 -21%
CCM
233
Corsair Capital Management
New York
$431K +$5.85K +159 +1%
FIM
234
Fruth Investment Management
Texas
$417K
MSRPS
235
Maryland State Retirement & Pension System
Maryland
$414K
IFWM
236
Institute for Wealth Management
Colorado
$401K
JCIA
237
Jackson Creek Investment Advisors
Colorado
$397K +$411K +11,164 New
LWCFA
238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$386K
Creative Planning
239
Creative Planning
Kansas
$380K -$2.65K -72 -0.6%
Baird Financial Group
240
Baird Financial Group
Wisconsin
$379K +$52.9K +1,438 +14%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$376K +$27.9K +758 +7%
AI
242
Atom Investors
Texas
$360K +$413K +11,230 New
Wellington Management Group
243
Wellington Management Group
Massachusetts
$357K -$93.7K -2,548 -19%
BONH
244
Bank of New Hampshire
New Hampshire
$354K +$31.3K +850 +8%
PAMS
245
Pictet Asset Management (Switzerland)
Switzerland
$351K -$27.7K -753 -6%
MWM
246
Modera Wealth Management
New Jersey
$347K +$9.56K +260 +2%
CCM
247
Cullen Capital Management
New York
$346K -$147K -4,000 -27%
TWC
248
TD Waterhouse Canada
Ontario, Canada
$344K +$225K +6,127 +218%
HA
249
HYA Advisors
Missouri
$343K +$2.54K +69 +0.6%
TPWM
250
Twelve Points Wealth Management
Massachusetts
$343K +$48.5K +1,319 +14%