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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$146K – – –
IA
502
IFP Advisors
Florida
$144K +$43K +3,595 +43%
PHK
503
Point72 Hong Kong
Hong Kong
$143K -$102K -8,516 -42%
RMDI
504
R.M. Davis Inc
Maine
$139K – – –
SIM
505
Sigma Investment Management
Oregon
$139K – – –
CAM
506
Carret Asset Management
New York
$136K +$134K +11,160 New
AW
507
ACG Wealth
Georgia
$134K – – –
LWM
508
Lenox Wealth Management
Ohio
$134K – – –
RC
509
RegentAtlantic Capital
New Jersey
$133K -$14.3K -1,196 -10%
CL
510
Choreo LLC
Illinois
$132K +$130K +10,855 New
Baird Financial Group
511
Baird Financial Group
Wisconsin
$129K – – –
PA
512
Pinnacle Associates
New York
$128K -$20K -1,669 -14%
MAM
513
Mizuho Asset Management
Japan
$127K -$22.7K -1,900 -15%
CIC
514
Carnegie Investment Counsel
Ohio
$126K -$12.4K -1,036 -9%
Fiera Capital (Canada)
515
Fiera Capital (Canada)
Quebec, Canada
$126K – – –
CCA
516
Checchi Capital Advisers
California
$125K +$43.8K +3,657 +56%
MWAC
517
Mariner Wealth Advisors (Cincinnati)
Ohio
$124K – – –
BMO
518
Beck Mack & Oliver
New York
$122K – – –
LPC
519
Loeb Partners Corp
New York
$122K – – –
CCM
520
Cutler Capital Management
Massachusetts
$121K +$120K +10,000 New
MFS
521
MSI Financial Services
Massachusetts
$109K +$10.3K +860 +11%
VIA
522
Virtus Investment Advisers
Connecticut
$109K +$107K +8,960 New
GWM
523
Geneos Wealth Management
Colorado
$107K +$61K +5,095 +135%
MA
524
MCF Advisors
Kentucky
$105K +$706 +59 +0.7%
SWA
525
Sutton Wealth Advisors
Florida
$103K -$945 -79 -0.9%