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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
276
Fieldpoint Private Securities
Connecticut
$160K +$2.6K +60 +2%
PA
277
Parallel Advisors
California
$158K -$38.6K -891 -21%
ST
278
Smithfield Trust
Pennsylvania
$157K – – –
Lazard Asset Management
279
Lazard Asset Management
New York
$142K -$3.18M -73,431 -96%
PCG
280
Private Capital Group
Connecticut
$138K +$953 +22 +0.7%
JWM
281
Janiczek Wealth Management
Colorado
$137K +$57K +1,315 +79%
DCM
282
Dupont Capital Management
Delaware
$135K +$128K +2,948 New
IA
283
IFP Advisors
Florida
$132K +$72.7K +1,678 +41%
UB
284
UMB Bank
Missouri
$118K – – –
APF
285
Alaska Permanent Fund
Alaska
$111K -$34.2K -789 -25%
TFM
286
TFC Financial Management
Massachusetts
$104K +$29.5K +680 +43%
S
287
SignatureFD
Georgia
$101K +$57.8K +1,334 +152%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$97K – – –
RCM
289
Raleigh Capital Management
North Carolina
$87K +$82.3K +1,900 New
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$77K -$10.6K -244 -13%
Bessemer Group
291
Bessemer Group
New Jersey
$76K +$433 +10 +0.6%
BCM
292
Blume Capital Management
California
$69K – – –
KBC Group
293
KBC Group
Belgium
$67K – – –
DZ Bank
294
DZ Bank
Germany
$63.8K -$7.27M -167,821 -99%
TFS
295
TrustCore Financial Services
Tennessee
$57K – – –
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$56K -$5.33K -123 -9%
NICM
297
Neo Ivy Capital Management
New York
$54K +$50.6K +1,168 New
SPIA
298
Steward Partners Investment Advisory
New York
$50K -$31.9K -737 -40%
AssetMark Inc
299
AssetMark Inc
California
$47K -$6.17M -142,343 -99%
QCG
300
Quadrant Capital Group
Ohio
$47K +$25.6K +590 +135%