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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
201
Choate Investment Advisors
Massachusetts
$212K -$25.3K -2,966 -10%
Kayne Anderson Rudnick Investment Management
202
Kayne Anderson Rudnick Investment Management
California
$212K +$7.08K +830 +3%
Point72 Asset Management
203
Point72 Asset Management
Connecticut
$210K -$3.19M -374,400 -94%
IWP
204
Icon Wealth Partners
Texas
$209K -$29.3K -3,435 -12%
DWM
205
Defined Wealth Management
Oregon
$206K +$68 +8 +0%
ATC
206
Argent Trust Co
Tennessee
$204K -$26K -3,046 -11%
SGA
207
Sustainable Growth Advisers
Connecticut
$197K
TWC
208
TD Waterhouse Canada
Ontario, Canada
$194K +$13.1K +1,530 +7%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$191K -$3.64K -427 -2%
CW
210
Cook Wealth
North Carolina
$191K
KFGK
211
Keystone Financial Group (Kentucky)
Kentucky
$189K +$193K +22,589 New
Voloridge Investment Management
212
Voloridge Investment Management
Florida
$189K +$192K +22,546 New
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$186K +$79.2K +9,285 +70%
MC
214
Moors & Cabot
Massachusetts
$184K +$1.71K +200 +0.9%
GRP
215
Global Retirement Partners
California
$180K -$34 -4 -0%
BP
216
Ballentine Partners
Massachusetts
$180K -$16.8K -1,974 -8%
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$178K +$182K +21,275 New
LFAS
218
Level Four Advisory Services
Texas
$177K -$7.61K -892 -4%
FI
219
Fractal Investments
Connecticut
$177K -$177K -20,694 -50%
William Blair & Company
220
William Blair & Company
Illinois
$176K -$6.16K -722 -3%
SWS
221
SYSTM Wealth Solutions
Illinois
$173K +$176K +20,612 New
AC
222
AlphaCore Capital
California
$171K +$174K +20,417 New
RCA
223
Resonant Capital Advisors
Wisconsin
$169K +$172K +20,203 New
KWM
224
Kingsview Wealth Management
Oregon
$169K +$27.4K +3,209 +19%
EWA
225
EP Wealth Advisors
California
$168K +$92.6K +10,855 +217%