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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
301
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$79K +$53.9K +1,213 +385%
PWM
302
Perigon Wealth Management
California
$77K +$66.5K +1,496 New
Bessemer Group
303
Bessemer Group
New Jersey
$70K
TFS
304
TrustCore Financial Services
Tennessee
$65K
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$60K +$44.5K +1,000 +610%
CYG
306
Clean Yield Group
Vermont
$57K
HPC
307
HM Payson & Co
Maine
$53K -$12.4K -280 -22%
SPIA
308
Steward Partners Investment Advisory
New York
$52K +$89 +2 +0.2%
VFA
309
Valeo Financial Advisors
Indiana
$52K +$22.2K +500 +101%
First Manhattan
310
First Manhattan
New York
$50K
FHA
311
First Horizon Advisors
Tennessee
$47K +$6.31K +142 +18%
JWM
312
Janiczek Wealth Management
Colorado
$40K +$27.8K +626 +406%
HR
313
Howe & Rusling
New York
$31K
PFSC
314
Peoples Financial Services Corp
Pennsylvania
$31K
LWCFA
315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$24.9K +560 New
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$28K -$191K -4,305 -89%
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$27K -$436K -9,810 -95%
HFA
318
HC Financial Advisors
California
$27K
ICP
319
Interchange Capital Partners
Pennsylvania
$26K +$22.4K +504 New
S
320
SignatureFD
Georgia
$24K +$845 +19 +4%
EI
321
Ellevest Inc
New York
$24K +$20.2K +455 New
IAIM
322
International Assets Investment Management
Florida
$24K +$20.8K +468 New
CG
323
Cutler Group
California
$18K +$16.1K +362 New
PG
324
Proffitt & Goodson
Tennessee
$16K
RIM
325
Rockbridge Investment Management
New York
$15K