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Name Holding Trade Value Shares
Change
Change in
Stake
Nuveen
151
Nuveen
North Carolina
$1.19M -$413K -11,729 -26%
CT
152
Clearstead Trust
Maine
$1.19M -$21.8K -620 -2%
OAM
153
Oppenheimer Asset Management
New York
$1.17M
BIC
154
Beach Investment Counsel
Pennsylvania
$1.11M -$10.3K -292 -0.9%
SGCA
155
Steel Grove Capital Advisors
Tennessee
$1.07M -$7.25K -206 -0.7%
Creative Planning
156
Creative Planning
Kansas
$1.02M +$19.1K +542 +2%
CCM
157
Catawba Capital Management
Virginia
$1M
BTS
158
BB&T Securities
Virginia
$975K +$968K +27,494 New
AI
159
ArchPoint Investors
Florida
$969K +$68.5K +1,945 +8%
BAMCO Inc
160
BAMCO Inc
New York
$968K +$84.5K +2,400 +10%
IWP
161
Icon Wealth Partners
Texas
$957K +$950K +26,982 New
CWA
162
Cypress Wealth Advisors
California
$949K +$942K +26,750 New
JIC
163
Johnson Investment Counsel
Ohio
$924K -$9.58K -272 -1%
BP
164
Ballentine Partners
Massachusetts
$910K
SE
165
Summit Equities
New Jersey
$900K -$128K -3,631 -13%
FA
166
FDx Advisors
Illinois
$886K -$137K -3,904 -14%
FPS
167
Fieldpoint Private Securities
Connecticut
$885K -$37.6K -1,068 -4%
OC
168
Oppenheimer & Co
New York
$832K +$11.7K +332 +1%
AA
169
AQR Arbitrage
Connecticut
$820K
HT
170
HighTower Trust
Texas
$813K +$807K +22,930 New
Loomis, Sayles & Company
171
Loomis, Sayles & Company
Massachusetts
$810K
WPEP
172
Walnut Private Equity Partners
Nebraska
$748K
MOACM
173
Mutual of America Capital Management
New York
$745K
MIG
174
Mariner Investment Group
New York
$717K -$352K -10,000 -33%
FFSOTS
175
Fiduciary Financial Services of The Southwest
Texas
$705K -$17.3K -490 -2%