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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
401
Capital Advisors Ltd
Ohio
$56K – – –
ST
402
Smithfield Trust
Pennsylvania
$56K – – –
JFA
403
JNBA Financial Advisors
Minnesota
$56K +$30.2K +689 +135%
GWM
404
Geneos Wealth Management
Colorado
$52K – – –
GLI
405
Guardian Life Insurance
New York
$50K +$2.63K +60 +6%
Lazard Asset Management
406
Lazard Asset Management
New York
$49K – – –
MFS
407
MSI Financial Services
Massachusetts
$49K +$7.59K +173 +20%
MCM
408
Manchester Capital Management
Vermont
$48K – – –
KT
409
Kanaly Trust
Texas
$47K – – –
PFS
410
Physicians Financial Services
North Carolina
$47K – – –
DAM
411
Delta Asset Management
Tennessee
$40K – – –
YWP
412
YorkBridge Wealth Partners
New York
$40K +$39.5K +900 New
GT
413
Glenmede Trust
Pennsylvania
$38K +$8.99K +205 +32%
NCM
414
New Capital Management
Texas
$38K +$35.3K +804 New
PIA
415
Piedmont Investment Advisors
North Carolina
$37.1K +$34.1K +777 +5,180%
QCG
416
Quadrant Capital Group
Ohio
$35K – – –
CAW
417
Cornerstone Advisors (Washington)
Washington
$34K – – –
PA
418
Parallel Advisors
California
$33K +$30.5K +696 New
PHK
419
Point72 Hong Kong
Hong Kong
$32K +$30.3K +691 New
BWM
420
Baystate Wealth Management
Massachusetts
$31K +$28.9K +658 New
NSIM
421
North Star Investment Management
Illinois
$26K – – –
Twin Tree Management
422
Twin Tree Management
Texas
$24K -$16.6K -379 -43%
FPFS
423
First Personal Financial Services
North Carolina
$23K – – –
TWA
424
TCI Wealth Advisors
Arizona
$15K – – –
VCM
425
Versant Capital Management
Arizona
$14K +$395 +9 +3%