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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
476
Sheets Smith Wealth Management
North Carolina
$871K – – –
Vanguard Personalized Indexing Management
477
Vanguard Personalized Indexing Management
California
$856K +$227K +372 +36%
MLL
478
Moody Lynn & Lieberson
Massachusetts
$854K – – –
BP
479
Ballentine Partners
Massachusetts
$849K +$1.22K +2 +0.1%
William Blair & Company
480
William Blair & Company
Illinois
$847K -$55K -90 -6%
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$843K +$32.4K +53 +4%
IA
482
IndexIQ Advisors
New York
$843K +$37.9K +62 +5%
TSS
483
Two Sigma Securities
New York
$837K +$841K +1,376 New
KeyBank National Association
484
KeyBank National Association
Ohio
$827K +$36K +59 +5%
MFG
485
Menard Financial Group
Texas
$824K +$4.89K +8 +0.6%
PCM
486
Penserra Capital Management
California
$821K -$667K -1,092 -45%
JF
487
JSF Financial
California
$802K -$37.9K -62 -4%
CF
488
Copperwynd Financial
Arizona
$792K +$58.7K +96 +8%
PDN
489
Pensionfund DSM Netherlands
Netherlands
$791K +$794K +1,300 New
PA
490
Profund Advisors
Maryland
$773K -$14.7K -24 -2%
Group One Trading
491
Group One Trading
Illinois
$767K +$102K +167 +15%
CAM
492
Cresset Asset Management
Illinois
$766K +$184K +301 +31%
ECA
493
Elevated Capital Advisors
Utah
$764K +$767K +1,255 New
SCA
494
Snowden Capital Advisors
New York
$760K +$31.8K +52 +4%
SPC
495
Sigma Planning Corp
Michigan
$742K -$33K -54 -4%
IFWM
496
Institute for Wealth Management
Colorado
$733K +$109K +178 +17%
LS
497
Livforsakringsbolaget Skandia
Sweden
$729K – – –
CAPTRUST Financial Advisors
498
CAPTRUST Financial Advisors
North Carolina
$727K +$51.9K +85 +8%
PCS
499
Personal CFO Solutions
New Jersey
$724K +$10.4K +17 +1%
CPIG
500
Chicago Partners Investment Group
Illinois
$723K -$25.7K -42 -4%