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Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
626
People's United Financial
Connecticut
$652K -$187K -2,621 -21%
VFA
627
Voya Financial Advisors
Connecticut
$643K +$6.78K +95 +1%
SLF
628
Sun Life Financial
Ontario, Canada
$640K +$8.99K +126 +1%
WA1
629
Wimmer Associates 1
California
$629K – – –
PGIM
630
Pacific Global Investment Management
California
$628K -$28.5K -399 -4%
BJL
631
Brighton Jones LLC
Washington
$626K -$2.35K -33 -0.3%
PCM
632
Prelude Capital Management
New York
$619K +$412K +5,771 +163%
CCP
633
Corient Capital Partners
California
$618K +$1.86K +26 +0.3%
IDBONY
634
Israel Discount Bank of New York
New York
$615K -$16.1K -225 -2%
CCA
635
Checchi Capital Advisers
California
$615K +$11K +154 +2%
CK
636
Cohen Klingenstein
New York
$612K – – –
SFA
637
Sequoia Financial Advisors
Ohio
$609K +$433K +6,061 +196%
CI Investments Inc
638
CI Investments Inc
Ontario, Canada
$606K -$235K -3,287 -27%
DACG
639
Donor Advised Charitable Giving
California
$606K +$651K +9,120 New
CCM
640
Coldstream Capital Management
Washington
$597K +$641K +8,980 New
NIG
641
NFJ Investment Group
Texas
$595K -$82.3K -1,153 -11%
BI
642
Berkeley Inc
Idaho
$583K +$268K +3,752 +75%
PA
643
Parallel Advisors
California
$581K +$86.5K +1,212 +16%
CGL
644
Clarius Group LLC
Washington
$578K +$7.07K +99 +1%
DSC
645
Duncker Streett & Co
Missouri
$573K – – –
MMPW
646
Mitchell McLeod Pugh & Williams
Alabama
$572K – – –
GIA
647
Gateway Investment Advisers
Ohio
$570K +$25.9K +363 +4%
OPCM
648
Osborne Partners Capital Management
California
$569K – – –
BMCM
649
Burns Matteson Capital Management
New York
$565K +$607K +8,500 New
SC
650
Sepio Capital
Utah
$555K -$1.49M -20,828 -71%