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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
401
Whalerock Point Partners
Rhode Island
$504K – – –
WT
402
Washington Trust
Rhode Island
$504K – – –
IA
403
IndexIQ Advisors
New York
$500K -$13.3K -67 -3%
GI
404
GAMCO Investors
Connecticut
$499K +$19.8K +100 +5%
TI
405
Tidal Investments
Wisconsin
$497K +$166K +837 +62%
IRF
406
IBM Retirement Fund
New York
$495K -$302K -1,525 -41%
MG
407
Mather Group
Illinois
$494K +$432K +2,180 New
Vontobel Holding
408
Vontobel Holding
Switzerland
$491K +$429K +2,167 New
LGA
409
Lebenthal Global Advisors
New York
$490K -$380K -1,916 -47%
CANY
410
Caxton Associates (New York)
New York
$487K -$274K -1,385 -39%
AWA
411
Arkadios Wealth Advisors
Georgia
$485K -$98.9K -499 -19%
BCI
412
Brinker Capital Investments
Pennsylvania
$470K +$47.2K +238 +13%
CAG
413
Curtis Advisory Group
California
$467K – – –
PI
414
Putnam Investments
Massachusetts
$465K – – –
PP
415
Patron Partners
Texas
$460K +$93.3K +471 +30%
KJHP
416
K.J. Harrison & Partners
Ontario, Canada
$454K – – –
BSW
417
Buckingham Strategic Wealth
Missouri
$448K -$14.1K -71 -3%
EGM
418
Engineers Gate Manager
New York
$447K +$391K +1,972 New
HI
419
Harbour Investments
Wisconsin
$442K -$54.1K -273 -12%
BPC
420
Banque Pictet & Cie
Switzerland
$442K +$386K +1,950 New
CAM
421
Cresset Asset Management
Illinois
$438K -$114K -573 -23%
EI
422
Ellevest Inc
New York
$438K +$135K +681 +55%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$438K +$160K +805 +72%
JFA
424
Johanson Financial Advisors
California
$435K +$381K +1,921 New
SPC
425
Sigma Planning Corp
Michigan
$433K -$20.4K -103 -5%