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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$649K -$503K -9,933 -48%
MVP
452
Miller Value Partners
Florida
$644K +$542K +10,700 New
IC
453
IEQ Capital
California
$643K +$29.6K +585 +6%
Brown Advisory
454
Brown Advisory
Maryland
$636K -$60K -1,185 -10%
MHS
455
M Holdings Securities
Oregon
$635K -$71K -1,402 -12%
PCM
456
Palisade Capital Management
New Jersey
$629K
OMC
457
Oasis Management Company
Cayman Islands
$608K +$511K +10,100 New
MCM
458
McKinley Capital Management
Alaska
$598K +$503K +9,940 New
PA
459
Pinnacle Associates
New York
$593K -$110K -2,175 -18%
CI
460
Cavalier Investments
Georgia
$591K -$561K -11,082 -53%
OFG
461
OmniStar Financial Group
North Carolina
$588K -$242K -4,783 -33%
KWMG
462
King Wealth Management Group
Florida
$578K
SIA
463
Sit Investment Associates
Minnesota
$563K
Capstone Investment Advisors
464
Capstone Investment Advisors
New York
$547K +$460K +9,094 New
SPIA
465
Steward Partners Investment Advisory
New York
$541K -$111K -2,189 -20%
BFEC
466
Benjamin F. Edwards & Company
Missouri
$536K -$31.8K -629 -7%
CM
467
Capula Management
Cayman Islands
$525K +$441K +8,720 New
BG
468
Bellevue Group
Switzerland
$524K -$304K -6,000 -41%
IP
469
Intellectus Partners
California
$516K
CAN
470
Claraphi Advisory Network
United States
$514K +$7.7K +152 +2%
BPCE
471
Bank Pictet & Cie (Europe)
Germany
$512K -$157K -3,109 -27%
LOPW
472
Live Oak Private Wealth
North Carolina
$512K -$13.6K -268 -3%
N
473
Natixis
France
$503K -$3.51M -69,388 -89%
PPW
474
Parcion Private Wealth
Washington
$499K +$400K +7,895 New
LWA
475
Lenox Wealth Advisors
New York
$487K