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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
326
Focus Partners Wealth
Massachusetts
$219K +$202K +7,298 New
SOW
327
State of Wyoming
Wyoming
$219K -$157K -5,669 -44%
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$218K +$14.9K +538 +8%
MCM
329
MAI Capital Management
Ohio
$215K +$939 +34 +0.5%
HCA
330
Harbor Capital Advisors
Illinois
$215K -$21.6K -784 -10%
CAM
331
Carret Asset Management
New York
$215K -$48.3K -1,750 -20%
IAN
332
Integrated Advisors Network
Texas
$213K +$196K +7,105 New
PA
333
Parallel Advisors
California
$211K +$11.6K +420 +6%
BI
334
Bramshill Investments
Florida
$210K -$193K -7,000 -50%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$210K +$193K +6,980 New
EP
336
Edgestream Partners
New Jersey
$209K -$846K -30,644 -81%
Mitsubishi UFJ Asset Management
337
Mitsubishi UFJ Asset Management
Japan
$208K +$1.13K +41 +0.6%
CNWM
338
Clay Northam Wealth Management
California
$206K +$189K +6,855 New
VI
339
Versor Investments
New York
$204K -$207K -7,489 -52%
OL
340
Optas LLC
Texas
$203K +$186K +6,746 New
Commonwealth Equity Services
341
Commonwealth Equity Services
Massachusetts
$201K +$185K +6,689 New
HHGA
342
Halbert Hargrove Global Advisors
California
$195K
GI
343
GAMMA Investing
California
$193K +$98K +3,548 +123%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$182K
KI
345
Kapitalo Investimentos
Brazil
$179K +$165K +5,971 New
VWM
346
Venturi Wealth Management
Texas
$178K +$57.8K +2,092 +55%
SAM
347
Smartleaf Asset Management
Massachusetts
$169K -$10.1K -365 -6%
Nisa Investment Advisors
348
Nisa Investment Advisors
Missouri
$162K +$13.5K +490 +10%
BC
349
Bayforest Capital
United Kingdom
$152K +$140K +5,060 New
MMCM
350
Murphy & Mullick Capital Management
New York
$143K +$131K +4,755 New