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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
151
Institutional & Family Asset Management
Colorado
$1.19M -$29.5K -825 -2%
STA
152
Summit Trail Advisors
New York
$1.16M +$245K +6,837 +26%
Creative Planning
153
Creative Planning
Kansas
$1.09M +$21K +587 +2%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$1.08M +$1.01M +28,268 +963%
AI
155
ArchPoint Investors
Florida
$989K
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$974K
JIC
157
Johnson Investment Counsel
Ohio
$960K
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$942K
IWP
159
Icon Wealth Partners
Texas
$929K +$43.4K +1,213 +5%
FIM
160
Frontier Investment Management
Texas
$903K +$932K +26,031 New
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$891K +$578K +16,154 +169%
FPS
162
Fieldpoint Private Securities
Connecticut
$865K
Nuveen
163
Nuveen
North Carolina
$812K -$120K -3,347 -13%
AA
164
AQR Arbitrage
Connecticut
$802K
OC
165
Oppenheimer & Co
New York
$795K +$1.79K +50 +0.2%
UB
166
UMB Bank
Missouri
$788K +$46.8K +1,308 +6%
BAMCO Inc
167
BAMCO Inc
New York
$756K
KeyBank National Association
168
KeyBank National Association
Ohio
$741K +$315K +8,810 +70%
SE
169
Summit Equities
New Jersey
$732K -$13.3K -371 -2%
MOACM
170
Mutual of America Capital Management
New York
$729K
CC
171
Chicago Capital
Illinois
$703K +$158K +4,400 +28%
FFSOTS
172
Fiduciary Financial Services of The Southwest
Texas
$685K
TWMP
173
Taylor Wealth Management Partners
Massachusetts
$685K +$8.77K +245 +1%
CI
174
Clal Insurance
Israel
$680K
MAM
175
Marquette Asset Management
Minnesota
$659K