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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Anchor Investment Management
South Carolina
$72.5K +$24.8K +2,500 +50%
CLOS
202
Compagnie Lombard Odier SCmA
Switzerland
$72K -$16.5K -1,660 -18%
JP Morgan Chase
203
JP Morgan Chase
New York
$70K -$12.5K -1,260 -15%
FWM
204
Focused Wealth Management
New York
$70K +$25.1K +2,533 +54%
RE
205
RBC Europe
United Kingdom
$69.3K +$71.1K +7,169 New
IA
206
IFP Advisors
Florida
$62K -$3.4K -343 -5%
SFFS
207
Stonehage Fleming Financial Services
Jersey
$48K – – –
SGAM
208
Smith Group Asset Management
Texas
$43K -$4.37K -440 -9%
WTB
209
Washington Trust Bank
Washington
$41K +$20.8K +2,100 +100%
SIM
210
Sonora Investment Management
Arizona
$30.9K -$3.72K -375 -10%
SEI Investments
211
SEI Investments
Pennsylvania
$26K -$7.57M -763,089 -100%
LWA
212
Lowe Wealth Advisors
Maryland
$26K – – –
FCM
213
Flinton Capital Management
Pennsylvania
$25K – – –
GT
214
Glenmede Trust
Pennsylvania
$21K – – –
TCM
215
Tanaka Capital Management
New York
$20K – – –
TAM
216
Tyers Asset Management
Texas
$20K – – –
VIA
217
Vantage Investment Advisors
Pennsylvania
$19K – – –
RCM
218
Riverhead Capital Management
Delaware
$18K – – –
NA
219
Neuburgh Advisers
California
$16K – – –
QCG
220
Quadrant Capital Group
Ohio
$15K -$39.4K -3,973 -69%
MCIM
221
Meadow Creek Investment Management
Georgia
$12K – – –
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$9K -$5.94K -599 -39%
GWM
223
Geneos Wealth Management
Colorado
$8K – – –
FANJ
224
Financial Architects (New Jersey)
New Jersey
$7K – – –
TCOV
225
Trust Company of Vermont
Vermont
$7K – – –