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Name Holding Trade Value Shares
Change
Change in
Stake
MassMutual Private Wealth & Trust
501
MassMutual Private Wealth & Trust
Connecticut
$2.92M -$801K -2,280 -21%
Woodline Partners
502
Woodline Partners
California
$2.87M +$2.89M +8,238 New
Fayez Sarofim & Co
503
Fayez Sarofim & Co
Texas
$2.86M +$1.21M +3,440 +72%
IP
504
Integras Partners
Georgia
$2.84M +$2.86M +8,143 New
Greenleaf Trust
505
Greenleaf Trust
Michigan
$2.83M +$14.8K +42 +0.5%
MAI Capital Management
506
MAI Capital Management
Ohio
$2.78M +$579K +1,647 +26%
Metis Global Partners
507
Metis Global Partners
California
$2.74M -$153K -436 -5%
VCA
508
Verdence Capital Advisors
Maryland
$2.73M -$9.13K -26 -0.3%
Integrated Wealth Concepts
509
Integrated Wealth Concepts
Massachusetts
$2.73M +$58.7K +167 +2%
PFA
510
Pathway Financial Advisers
Indiana
$2.71M +$2.72M +7,742 +32,258%
SNBOSD
511
Security National Bank of So Dak
Iowa
$2.7M +$2.46K +7 +0.1%
FC
512
Forte Capital
New York
$2.69M -$25.3K -72 -0.9%
Avantax Advisory Services
513
Avantax Advisory Services
Texas
$2.69M -$105K -299 -4%
KCM
514
Kendall Capital Management
Maryland
$2.66M -$24.6K -70 -0.9%
Burney Company
515
Burney Company
Virginia
$2.64M -$495K -1,410 -16%
Arkadios Wealth Advisors
516
Arkadios Wealth Advisors
Georgia
$2.63M +$515K +1,465 +24%
Bleakley Financial Group
517
Bleakley Financial Group
New Jersey
$2.63M +$4.57K +13 +0.2%
Montag & Associates
518
Montag & Associates
Georgia
$2.62M -$20K -57 -0.8%
MPAM
519
Murphy Pohlad Asset Management
Minnesota
$2.62M -$65K -185 -2%
U.S. Capital Wealth Advisors
520
U.S. Capital Wealth Advisors
Texas
$2.61M -$398K -1,134 -13%
IFG Advisory
521
IFG Advisory
Georgia
$2.61M +$4.22K +12 +0.2%
Loring Wolcott & Coolidge Fiduciary Advisors
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.61M – – –
TCM
523
Traynor Capital Management
Pennsylvania
$2.6M -$322K -916 -11%
Laird Norton Wetherby Wealth Management
524
Laird Norton Wetherby Wealth Management
California
$2.58M -$4.57K -13 -0.2%
Louisiana State Employees Retirement System
525
Louisiana State Employees Retirement System
Louisiana
$2.58M -$105K -300 -4%