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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$300K +$1.22K +12 +0.4%
ATC
327
Argent Trust Co
Tennessee
$293K
V
328
Veritable
Delaware
$286K +$1.01K +10 +0.4%
EWA
329
ERTS Wealth Advisors
Michigan
$285K -$23K -227 -7%
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$284K -$1.01K -10 -0.3%
CA
331
Clearstead Advisors
Ohio
$283K -$16.9K -166 -6%
SWM
332
Segment Wealth Management
Texas
$278K -$18.8K -185 -6%
NWM
333
Northcape Wealth Management
New York
$275K +$279K +2,749 New
KI
334
Kapitalo Investimentos
Brazil
$274K +$279K +2,747 New
MHR
335
Matthew Hamilton Rosenberg
$272K
VIA
336
Vident Investment Advisory
Georgia
$269K +$15.9K +157 +6%
SWP
337
Stratos Wealth Partners
Ohio
$267K -$29K -286 -10%
CSS
338
Cubist Systematic Strategies
Connecticut
$264K -$809K -7,965 -75%
RJT
339
Raymond James Trust
Florida
$262K +$13.2K +130 +5%
DWT
340
Dorsey & Whitney Trust
South Dakota
$261K +$265K +2,614 New
Baird Financial Group
341
Baird Financial Group
Wisconsin
$260K -$508 -5 -0.2%
PI
342
Putnam Investments
Massachusetts
$259K +$46.8K +461 +22%
SCA
343
Snowden Capital Advisors
New York
$256K +$28.9K +285 +13%
SC
344
Scholtz & Company
Connecticut
$256K -$7.62K -75 -3%
SAM
345
Seelaus Asset Management
New Jersey
$251K -$15.2K -150 -6%
LODC
346
Lanham O'Dell & Company
West Virginia
$244K +$248K +2,442 New
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$244K +$7.72K +76 +3%
IAIM
348
Industrial Alliance Investment Management
Quebec, Canada
$237K -$3.27M -32,190 -93%
Bank of Nova Scotia
349
Bank of Nova Scotia
Ontario, Canada
$235K +$239K +2,354 New
OIA
350
Optimum Investment Advisors
Illinois
$235K -$45.7K -450 -16%