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Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
AlphaSimPlex Group
Massachusetts
$823K -$200K -1,161 -20%
RIM
402
Redpoint Investment Management
Australia
$823K -$35.7K -207 -4%
OWA
403
One Wealth Advisors
California
$818K +$224K +1,303 +39%
HAG
404
HighPoint Advisor Group
Illinois
$809K +$121K +702 +18%
Impax Asset Management Group
405
Impax Asset Management Group
United Kingdom
$804K -$172 -1 -0%
PAS
406
Park Avenue Securities
New York
$796K +$67.5K +392 +9%
WJWM
407
Williams Jones Wealth Management
New York
$784K +$258K +1,496 +50%
OWA
408
Outlook Wealth Advisors
Texas
$782K +$54.8K +318 +8%
CI
409
Cigna Investments
Connecticut
$772K -$126K -729 -14%
OTPPB
410
Ontario Teachers' Pension Plan Board
Ontario, Canada
$769K +$267K +1,551 +54%
MCM
411
Manchester Capital Management
Vermont
$766K -$142K -822 -16%
MYAM
412
Meiji Yasuda Asset Management
Japan
$765K +$417K +2,420 +123%
AP
413
Advisor Partners
California
$764K +$8.27K +48 +1%
PTP
414
Platform Technology Partners
New York
$750K +$740K +4,296 New
WSCM
415
Wellington Shields Capital Management
New York
$742K
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$723K +$173K +1,002 +32%
MFG
417
Merit Financial Group
Georgia
$722K +$10.9K +63 +2%
HVM
418
Harvest Volatility Management
Connecticut
$702K +$166K +962 +31%
APA
419
American Portfolios Advisors
New York
$696K +$4.31K +25 +0.6%
IRF
420
IBM Retirement Fund
New York
$686K -$151K -876 -18%
DWA
421
Douglass Winthrop Advisors
New York
$682K -$60.3K -350 -8%
CWM
422
Calamos Wealth Management
Illinois
$679K
HI
423
Horizon Investments
North Carolina
$649K -$590K -3,422 -48%
WAM
424
World Asset Management
Michigan
$644K -$27.6K -160 -4%
LFF
425
Level Four Financial
Texas
$643K -$4.13K -24 -0.6%