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Name Holding Trade Value Shares
Change
Change in
Stake
CI
351
Conning Inc
Connecticut
$286K
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$284K +$1.6K +15 +0.6%
JMPWA
353
JP Morgan Private Wealth Advisors
California
$283K +$255K +2,387 New
PI
354
Pettee Investors
Connecticut
$281K
WSFS
355
Wilmington Savings Fund Society
Delaware
$278K -$128K -1,200 -34%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$278K -$15.3K -143 -6%
MCM
357
Manchester Capital Management
Vermont
$278K
PA
358
Profund Advisors
Maryland
$274K +$247K +2,311 New
HNB
359
Huntington National Bank
Ohio
$273K
V
360
Veritable
Delaware
$272K -$13.5K -126 -5%
TAM
361
Tiverton Asset Management
Delaware
$272K +$245K +2,298 New
HFS
362
HL Financial Services
Kentucky
$271K
CIC
363
Carnegie Investment Counsel
Ohio
$270K
PTC
364
Private Trust Company
Ohio
$266K +$4.06K +38 +2%
GWM
365
GSB Wealth Management
Connecticut
$263K
AIP
366
Ameritas Investment Partners
Nebraska
$252K
RIM
367
Redpoint Investment Management
Australia
$251K +$226K +2,114 New
SMH
368
Sanders Morris Harris
Texas
$249K +$224K +2,100 New
TCM
369
Teza Capital Management
Illinois
$248K +$224K +2,096 New
CC
370
ClearArc Capital
Ohio
$242K +$218K +2,039 New
WJA
371
Williams Jones & Associates
New York
$242K +$218K +2,045 New
Cerity Partners
372
Cerity Partners
New York
$237K -$95.1K -891 -31%
AWE
373
Avidian Wealth Enterprises
Texas
$237K +$214K +2,000 New
BFA
374
Bragg Financial Advisors
North Carolina
$237K +$214K +2,000 New
P
375
Pitcairn
Pennsylvania
$231K +$208K +1,948 New