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Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
201
Hennion & Walsh Asset Management
New Jersey
$862K -$298K -5,884 -26%
CMANY
202
Capital Management Associates (New York)
New York
$833K +$304K +6,000 +60%
Osaic Holdings
203
Osaic Holdings
Arizona
$810K -$139K -2,745 -15%
SP
204
Stablepoint Partners
Massachusetts
$796K -$17K -336 -2%
KTA
205
Keeley-Teton Advisors
Illinois
$788K -$304 -6 -0%
IIM
206
Intact Investment Management
Quebec, Canada
$788K
FG
207
Foresight Group
United Kingdom
$767K -$146K -2,891 -13%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$717K +$47.6K +940 +7%
WSCM
209
Wellington Shields Capital Management
New York
$708K -$370K -7,300 -35%
NYLIM
210
New York Life Investment Management
New York
$701K -$39.1K -772 -5%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$689K -$134K -2,640 -17%
AWA
212
Alta Wealth Advisors
Massachusetts
$687K -$3.8K -75 -0.6%
RPCONE
213
Retirement Planning Company of New England
Rhode Island
$685K +$72K +1,420 +12%
PA
214
Pinnacle Associates
New York
$683K -$193K -3,800 -25%
X
215
Xponance
Pennsylvania
$671K +$1.67K +33 +0.3%
TI
216
Tidal Investments
Wisconsin
$667K +$649K +12,816 New
Creative Planning
217
Creative Planning
Kansas
$665K +$3.9K +77 +0.6%
IIM
218
Ipswich Investment Management
Massachusetts
$659K -$25.6K -505 -4%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$649K
AC
220
AXQ Capital
New Jersey
$644K +$392K +7,732 +167%
Vanguard Personalized Indexing Management
221
Vanguard Personalized Indexing Management
California
$641K -$144K -2,841 -19%
SPC
222
Sigma Planning Corp
Michigan
$629K -$2.94K -58 -0.5%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$597K +$43.3K +855 +8%
EA
224
Emerald Advisers
Pennsylvania
$593K -$14K -277 -2%
HSBC Holdings
225
HSBC Holdings
United Kingdom
$562K -$41K -809 -7%