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Name Holding Trade Value Shares
Change
Change in
Stake
WPEP
151
Walnut Private Equity Partners
Nebraska
$1.21M +$104K +3,000 +9%
IFAM
152
Institutional & Family Asset Management
Colorado
$1.2M +$52.9K +1,520 +5%
BP
153
Ballentine Partners
Massachusetts
$1.1M -$12.8K -369 -1%
Creative Planning
154
Creative Planning
Kansas
$1.06M +$72.4K +2,081 +7%
CWA
155
Cypress Wealth Advisors
California
$1.06M +$122K +3,500 +13%
EA
156
Edge Advisors
Georgia
$978K -$33.2K -955 -3%
AI
157
ArchPoint Investors
Florida
$973K +$52.4K +1,506 +6%
CCM
158
Catawba Capital Management
Virginia
$971K -$60.3K -1,732 -6%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$959K +$550K +15,797 +129%
JIC
160
Johnson Investment Counsel
Ohio
$945K +$60.9K +1,750 +7%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$926K +$945K +27,152 New
Nuveen
162
Nuveen
North Carolina
$914K -$89.1K -2,562 -9%
STA
163
Summit Trail Advisors
New York
$912K -$3.77M -108,265 -80%
IWP
164
Icon Wealth Partners
Texas
$873K -$59.8K -1,718 -6%
FPS
165
Fieldpoint Private Securities
Connecticut
$852K -$38.1K -1,095 -4%
William Blair & Company
166
William Blair & Company
Illinois
$842K -$1.22M -35,175 -59%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$813K +$282K +8,095 +52%
SB
168
Suntrust Banks
Georgia
$798K -$328K -9,442 -29%
AA
169
AQR Arbitrage
Connecticut
$789K
BWP
170
Baldwin Wealth Partners
Massachusetts
$788K +$358K +10,284 +80%
OC
171
Oppenheimer & Co
New York
$781K -$47.6K -1,369 -6%
Simplex Trading
172
Simplex Trading
Illinois
$760K +$434K +12,483 +128%
BAMCO Inc
173
BAMCO Inc
New York
$744K -$177K -5,100 -19%
BIC
174
Beach Investment Counsel
Pennsylvania
$738K
SE
175
Summit Equities
New Jersey
$733K -$58.9K -1,693 -7%