Name Holding Trade Value Shares
Change
Change in
Stake
KAS
351
Kestra Advisory Services
Texas
$756K – – –
CWP
352
Curated Wealth Partners
California
$738K +$5.28K +1 +0.8%
CIC
353
Chilton Investment Company
Connecticut
$733K -$5.28K -1 -0.8%
UOC
354
UBS O'Connor
Illinois
$727K +$649K +123 New
GVAG
355
Great Valley Advisor Group
Delaware
$709K – – –
US Bancorp
356
US Bancorp
Minnesota
$698K +$21.1K +4 +4%
CWM
357
CIBC World Markets
New York
$685K -$391K -74 -39%
GJIC
358
Gamble Jones Investment Counsel
California
$680K – – –
KA
359
Kovack Advisors
Florida
$674K +$21.1K +4 +4%
MWAM
360
Manhattan West Asset Management
California
$674K +$602K +114 New
MC
361
Moors & Cabot
Massachusetts
$668K -$596K -113 -50%
VI
362
Versor Investments
New York
$662K +$591K +112 New
EP
363
Edgestream Partners
New Jersey
$656K +$586K +111 New
Two Sigma Advisers
364
Two Sigma Advisers
New York
$650K -$2.11M -400 -78%
OC
365
Oppenheimer & Co
New York
$644K – – –
AP
366
Advisor Partners
California
$615K -$52.8K -10 -9%
DCM
367
Donaldson Capital Management
Indiana
$610K +$5.28K +1 +1%
JAM
368
Jupiter Asset Management
United Kingdom
$607K +$79.2K +15 +17%
Neuberger Berman Group
369
Neuberger Berman Group
New York
$604K +$628K +119 New
QCM
370
Quantinno Capital Management
New York
$597K +$533K +101 New
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$597K – – –
EWA
372
Encompass Wealth Advisors
Oregon
$591K – – –
WT
373
Washington Trust
Rhode Island
$591K – – –
WPP
374
Whalerock Point Partners
Rhode Island
$591K – – –
ZIMP
375
Zimmermann Investment Management & Planning
Pennsylvania
$579K +$517K +98 New