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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
301
Penobscot Investment Management
Massachusetts
$224K
WJWM
302
Williams Jones Wealth Management
New York
$224K
ABC
303
Associated Banc-Corp
Wisconsin
$219K -$5.67K -29 -3%
PA
304
Pinnacle Associates
New York
$219K
AO
305
Advisor OS
Illinois
$216K +$217K +1,108 New
WG
306
Winton Group
United Kingdom
$213K -$320K -1,637 -60%
Asset Management One
307
Asset Management One
Japan
$213K
LI
308
LVZ Inc
Michigan
$211K +$212K +1,082 New
WANY
309
Wealthspire Advisors (New York)
New York
$210K -$22.5K -115 -10%
FB
310
Fulton Bank
Pennsylvania
$210K -$15.4K -79 -7%
RIA
311
Regal Investment Advisors
Michigan
$209K +$209K +1,070 New
SC
312
Solstein Capital
California
$207K -$106K -540 -34%
WI
313
WrapManager Inc
California
$203K +$204K +1,043 New
BMCM
314
Burns Matteson Capital Management
New York
$200K +$201K +1,027 New
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$200K +$200K +1,024 New
BPA
316
Beacon Pointe Advisors
California
$200K +$201K +1,026 New
PA
317
Parallel Advisors
California
$180K
PWPS
318
Pinnacle Wealth Planning Services
Ohio
$178K +$178K +912 New
SPIA
319
Steward Partners Investment Advisory
New York
$175K
SG Americas Securities
320
SG Americas Securities
New York
$156K
BG
321
Bollard Group
Massachusetts
$114K
SC
322
Steph & Co
Wisconsin
$107K -$58.3K -298 -35%
GWM
323
Geneos Wealth Management
Colorado
$104K +$203K +1,040 +188%
BNP Paribas Financial Markets
324
BNP Paribas Financial Markets
France
$104K -$317K -1,620 -75%
BBHC
325
Brown Brothers Harriman & Co
New York
$99K +$29.5K +151 +43%