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Name Holding Trade Value Shares
Change
Change in
Stake
TCI Wealth Advisors
201
TCI Wealth Advisors
Arizona
$2K +$2.03K +57 New
Washington Trust
202
Washington Trust
Rhode Island
$1K -$107 -3 -12%
FPS
203
Fieldpoint Private Securities
Connecticut
$1K – – –
TCWM
204
Total Clarity Wealth Management
Illinois
$1K +$1.43K +40 New
Westfield Capital Management
205
Westfield Capital Management
Massachusetts
– -$38.3M -1,003,631 Closed
Federated Hermes
206
Federated Hermes
Pennsylvania
– -$5.75M -150,623 Closed
EI
207
EAM Investors
California
– -$2.26M -59,078 Closed
CIC
208
Cornercap Investment Counsel
Georgia
– -$959K -45,190 Closed
MSA
209
Mason Street Advisors
Wisconsin
– -$961K -25,168 Closed
IndexIQ Advisors
210
IndexIQ Advisors
New York
– -$685K -17,947 Closed
Wolverine Trading
211
Wolverine Trading
Illinois
– -$606K -16,984 Closed
Wellington Management Group
212
Wellington Management Group
Massachusetts
– -$553K -14,479 Closed
MSL
213
Mackay Shields LLC
New York
– -$504K -13,200 Closed
Avior Wealth Management
214
Avior Wealth Management
Nebraska
– -$503K -13,193 Closed
BCM
215
Bluefin Capital Management
New York
– -$458K -12,000 Closed
Simplicity Solutions
216
Simplicity Solutions
Minnesota
– -$455K -11,919 Closed
HSBC Holdings
217
HSBC Holdings
United Kingdom
– -$340K -8,850 Closed
ZCA
218
Zeke Capital Advisors
Pennsylvania
– -$221K -5,793 Closed
Crossmark Global Holdings
219
Crossmark Global Holdings
Texas
– -$216K -5,660 Closed
TS
220
Third Security
Virginia
– -$211K -5,530 Closed
MAM
221
Morse Asset Management
Connecticut
– -$202K -5,300 Closed
Asset Management One
222
Asset Management One
Japan
– -$139K -3,931 Closed
FTDI
223
First Trust Direct Indexing
Massachusetts
– -$93K -2,435 Closed
VCG
224
Vantage Consulting Group
Virginia
– -$83K -2,165 Closed
Baillie Gifford & Co
225
Baillie Gifford & Co
United Kingdom
– -$33K -861 Closed