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Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
326
Natixis Investment Managers International
France
$262K +$181K +5,811 +181%
HTC
327
Haverford Trust Company
Pennsylvania
$261K +$14.5K +465 +5%
CIBC World Market
328
CIBC World Market
Ontario, Canada
$261K +$278K +8,934 New
PFO
329
Pathstone Family Office
New Jersey
$256K +$177K +5,679 New
UCFA
330
United Capital Financial Advisors
Texas
$254K -$12.6K -405 -4%
RJT
331
Raymond James Trust
Florida
$253K +$78.5K +2,524 +41%
WAM
332
WFA Asset Management
Wisconsin
$252K +$964 +31 +0.4%
MCM
333
MAI Capital Management
Ohio
$251K -$1.71K -55 -0.6%
CM
334
Castleark Management
Illinois
$251K
BFC
335
Bedel Financial Consulting
Indiana
$248K +$404 +13 +0.2%
SWM
336
Spire Wealth Management
Virginia
$247K -$45.9K -1,477 -15%
VanEck Associates
337
VanEck Associates
New York
$246K +$39K +1,254 +18%
II
338
Inspire Investing
Idaho
$237K +$31.5K +1,012 +14%
VAS
339
Vestmark Advisory Solutions
Massachusetts
$232K +$43.5K +1,398 +21%
SPWM
340
Straight Path Wealth Management
Michigan
$225K -$21.8K -700 -8%
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$225K +$19.7K +635 +9%
VIA
342
Vident Investment Advisory
Georgia
$224K -$560 -18 -0.2%
FCH
343
Freestone Capital Holdings
Washington
$223K -$25.4K -816 -10%
CCM
344
Coldstream Capital Management
Washington
$220K -$27.1K -872 -10%
BC
345
Bridgefront Capital
Texas
$220K +$25K +803 +12%
CWM
346
Chesapeake Wealth Management
Virginia
$219K -$3.86K -124 -2%
ACM
347
Advisors Capital Management
New Jersey
$218K -$36.4K -1,172 -14%
AIL
348
AGF Investments LLC
Ontario, Canada
$218K +$232K +7,457 New
EWM
349
Endurance Wealth Management
Rhode Island
$217K -$4.88K -157 -2%
CAM
350
Concorde Asset Management
Michigan
$216K