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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
676
West Paces Advisors
Georgia
$175K +$185K +2,554 New
RFS
677
Rockefeller Financial Services
New York
$171K +$21.9K +302 +14%
GLI
678
Guardian Life Insurance
New York
$167K +$4.72K +65 +3%
AF
679
Allworth Financial
California
$164K
KF
680
Krilogy Financial
Missouri
$157K -$3.63K -50 -2%
GXMC
681
Global X Management Company
New York
$153K +$11.8K +163 +8%
RWA
682
Ropes Wealth Advisors
Massachusetts
$146K +$24K +331 +18%
AOWM
683
Alpha Omega Wealth Management
Virginia
$144K
HTHT
684
Hemenway Trust Hemenway Trust
New Hampshire
$137K +$145K +1,998 New
WA
685
WFG Advisors
Texas
$135K +$105K +1,452 +281%
FNBT
686
FineMark National Bank & Trust
Florida
$134K +$15.5K +214 +12%
CLM
687
ClearBridge LLC (Maryland)
Maryland
$133K
SWA
688
Sutton Wealth Advisors
Florida
$127K +$2.4K +33 +2%
BFEC
689
Benjamin F. Edwards & Company
Missouri
$127K +$45.9K +632 +51%
JFA
690
JNBA Financial Advisors
Minnesota
$125K +$11.2K +155 +9%
DZ Bank
691
DZ Bank
Germany
$118K +$125K +1,718 New
CBOA
692
Commonwealth Bank of Australia
Australia
$110K -$10.6K -146 -8%
FPFS
693
First Personal Financial Services
North Carolina
$103K +$94.7K +1,305 +673%
Acadian Asset Management
694
Acadian Asset Management
Massachusetts
$99K +$104K +1,439 New
AIM
695
Acrospire Investment Management
Illinois
$96K +$58.1K +800 +133%
CS
696
Credential Securities
$94.6K +$9.65K +133 +11%
MRCM
697
M&R Capital Management
New Jersey
$92K -$29K -400 -23%
LWCFA
698
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K
PSUF
699
People's United Financial
Connecticut
$83K
FO
700
FT Options
Illinois
$82K -$174K -2,400 -67%