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Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$440K +$33.9K +262 +10%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$425K -$5.3K -41 -1%
MML Investors Services
153
MML Investors Services
Massachusetts
$416K +$36.5K +282 +12%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$415K -$16.7K -129 -5%
KeyBank National Association
155
KeyBank National Association
Ohio
$414K +$69K +533 +25%
Corient Private Wealth
156
Corient Private Wealth
Florida
$414K +$342K +2,644 New
OC
157
Oakworth Capital
Alabama
$411K -$2.46K -19 -0.7%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$409K -$12.9K -100 -4%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$390K +$22.8K +176 +8%
Amundi
160
Amundi
France
$388K +$7.76K +60 +2%
II
161
Inspire Investing
Idaho
$383K -$10.2K -79 -3%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$359K -$129 -1 -0%
Pictet Asset Management
163
Pictet Asset Management
Switzerland
$344K
AIP
164
Ameritas Investment Partners
Nebraska
$340K +$11.4K +88 +4%
WJWM
165
Williams Jones Wealth Management
New York
$334K
HWMA
166
Heritage Wealth Management (Arizona)
Arizona
$326K +$269K +2,080 New
WG
167
Welch Group
Alabama
$313K +$259K +2,000 New
AQR Capital Management
168
AQR Capital Management
Connecticut
$313K +$258K +1,995 New
AA
169
AlphaMark Advisors
Kentucky
$312K +$5.43K +42 +2%
VP
170
Verum Partners
North Carolina
$293K +$1.03K +8 +0.4%
HPM
171
Hudson Portfolio Management
New York
$290K -$20.1K -155 -8%
MYIA
172
Mount Yale Investment Advisors
Colorado
$290K -$2.07K -16 -0.9%
CT
173
Caldwell Trust
Florida
$277K
AIM
174
Aigen Investment Management
New York
$261K +$216K +1,667 New
PMA
175
Prudent Man Advisors
Illinois
$257K -$23.8K -184 -10%