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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
251
Kore Private Wealth
New York
$1K – – –
OC
252
Oakworth Capital
Alabama
$1K – – –
SL
253
Savior LLC
Massachusetts
$1K – – –
SWM
254
Sugarloaf Wealth Management
Georgia
$1K – – –
TPWA
255
TRUE Private Wealth Advisors
Oregon
$1K – – –
TFS
256
TrustCore Financial Services
Tennessee
$1K – – –
ABC
257
Associated Banc-Corp
Wisconsin
$1K +$1.03K +107 New
CS
258
Candriam SCA
Luxembourg
$1K +$1.07K +111 New
BBHC
259
Brown Brothers Harriman & Co
New York
$1K +$1.37K +142 New
AIC
260
Ameritas Investment Company
Nebraska
$1K +$1.83K +190 New
EWM
261
Endurance Wealth Management
Rhode Island
$1K +$1.99K +206 New
LSA
262
Lion Street Advisors
Texas
$1K +$2.74K +284 New
RWM
263
Raffa Wealth Management
District of Columbia
$628 +$1.18K +122 New
AWA
264
Arkadios Wealth Advisors
Georgia
$139 +$260 +27 New
Boston Partners
265
Boston Partners
Massachusetts
– -$235M -19,523,485 Closed
Jennison Associates
266
Jennison Associates
New York
– -$26.8M -2,226,183 Closed
HI
267
Horizon Investments
North Carolina
– -$4.13M -343,139 Closed
ANTB
268
AMG National Trust Bank
Colorado
– -$2.55M -211,853 Closed
SIA
269
Sit Investment Associates
Minnesota
– -$1.99M -165,395 Closed
JG
270
Jefferies Group
New York
– -$1.9M -157,716 Closed
CFA
271
Camarda Financial Advisors
Florida
– -$1.42M -117,497 Closed
Chevy Chase Trust
272
Chevy Chase Trust
Maryland
– -$1.31M -108,645 Closed
SM
273
Senvest Management
New York
– -$1.21M -100,000 Closed
Pacer Advisors
274
Pacer Advisors
Pennsylvania
– -$1.03M -85,191 Closed
ARTA
275
A.R.T. Advisors
New York
– -$785K -65,104 Closed