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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
251
R.H. Bluestein & Co
Michigan
$209K
OFA
252
Oak Family Advisors
Illinois
$204K +$71.6K +1,981 +37%
CCIA
253
Campbell & Co Investment Adviser
Maryland
$202K +$262K +7,257 New
NIMI
254
Natixis Investment Managers International
France
$180K -$31.9K -883 -12%
ACM
255
Aquatic Capital Management
Illinois
$179K +$231K +6,400 New
LSA
256
Leonteq Securities AG
Switzerland
$145K
SOW
257
State of Wyoming
Wyoming
$140K +$45.7K +1,266 +34%
IA
258
IFP Advisors
Florida
$132K
VanEck Associates
259
VanEck Associates
New York
$125K +$15.6K +431 +11%
TFM
260
TFC Financial Management
Massachusetts
$118K +$70.6K +1,955 +86%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$115K -$25.9K -718 -15%
AssetMark Inc
262
AssetMark Inc
California
$114K +$111K +3,083 +303%
PA
263
Parallel Advisors
California
$113K +$23.7K +655 +19%
Lazard Asset Management
264
Lazard Asset Management
New York
$103K +$21.5K +595 +19%
FPS
265
Fieldpoint Private Securities
Connecticut
$96K -$2.46K -68 -2%
ST
266
Smithfield Trust
Pennsylvania
$96K
PCG
267
Private Capital Group
Connecticut
$67K -$22.3K -617 -20%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$61K +$2.82K +78 +4%
JWM
269
Janiczek Wealth Management
Colorado
$56K -$45.1K -1,249 -42%
HFS
270
Heritage Financial Services
Massachusetts
$47K +$61K +1,690 New
BCM
271
Blume Capital Management
California
$42K
Bessemer Group
272
Bessemer Group
New Jersey
$41K -$7.55K -209 -13%
TFS
273
TrustCore Financial Services
Tennessee
$35K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$35K +$38.9K +1,077 +657%
CI Investments Inc
275
CI Investments Inc
Ontario, Canada
$31K -$20.3K -561 -34%