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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$13.3M -$2.14M -39,583 -14%
PFS
527
Prospera Financial Services
Texas
$13.2M -$128K -2,370 -1%
WJWM
528
Williams Jones Wealth Management
New York
$13.2M -$937K -17,363 -7%
CAC
529
Core Alternative Capital
Georgia
$13.1M -$806K -14,935 -6%
EWM
530
Empirical Wealth Management
Washington
$13.1M +$1.3M +24,123 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
531
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.1M -$50.7M -939,800 -79%
AIP
532
Ameritas Investment Partners
Nebraska
$13M +$788K +14,600 +6%
PP
533
Patten & Patten
Tennessee
$13M -$576K -10,677 -4%
ACIM
534
Azimuth Capital Investment Management
Michigan
$13M -$42.2K -783 -0.3%
GCC
535
Guardian Capital (Canada)
Ontario, Canada
$13M -$354K -6,562 -3%
EDRH
536
Edmond de Rothschild Holding
Switzerland
$12.9M -$3.93M -72,813 -23%
WBC
537
Westpac Banking Corp
Australia
$12.9M +$1.86M +34,498 +17%
ASC
538
Atalanta Sosnoff Capital
New York
$12.9M +$3.49M +64,682 +37%
FSA
539
Franklin Street Advisors
North Carolina
$12.9M +$145K +2,694 +1%
DLA
540
Douglas Lane & Associates
New York
$12.8M -$499K -9,252 -4%
JC
541
Jacobs & Co
California
$12.8M -$255K -4,733 -2%
IC
542
IEQ Capital
California
$12.8M +$733K +13,582 +6%
Kovitz Investment Group Partners
543
Kovitz Investment Group Partners
Illinois
$12.8M +$141K +2,618 +1%
JIC
544
Johnson Investment Counsel
Ohio
$12.7M +$304K +5,636 +2%
CWM
545
Congress Wealth Management
Massachusetts
$12.7M +$148K +2,737 +1%
CICI
546
Capital Investment Counsel Inc
North Carolina
$12.7M -$359K -6,659 -3%
SEIA
547
Signature Estate & Investment Advisors
California
$12.7M -$393K -7,283 -3%
HAI
548
Hennessy Advisors Inc
California
$12.6M -$839K -15,550 -6%
CB
549
Cadence Bank
Mississippi
$12.6M -$20.1K -372 -0.2%
CFSG
550
Community Financial Services Group
Vermont
$12.5M +$12.6M +233,018 New