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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
KBC Group
303
KBC Group
Belgium
$76K +$65.4K +1,472 New
Bessemer Group
304
Bessemer Group
New Jersey
$70K – – –
TFS
305
TrustCore Financial Services
Tennessee
$65K – – –
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$60K +$44.5K +1,000 +610%
CYG
307
Clean Yield Group
Vermont
$57K – – –
HPC
308
HM Payson & Co
Maine
$53K -$12.4K -280 -22%
SPIA
309
Steward Partners Investment Advisory
New York
$52K +$89 +2 +0.2%
VFA
310
Valeo Financial Advisors
Indiana
$52K +$22.2K +500 +101%
First Manhattan
311
First Manhattan
New York
$50K – – –
FHA
312
First Horizon Advisors
Tennessee
$47K +$6.31K +142 +18%
JWM
313
Janiczek Wealth Management
Colorado
$40K +$27.8K +626 +406%
HR
314
Howe & Rusling
New York
$31K – – –
PFSC
315
Peoples Financial Services Corp
Pennsylvania
$31K – – –
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$24.9K +560 New
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$28K -$191K -4,305 -89%
CI Investments Inc
318
CI Investments Inc
Ontario, Canada
$27K -$436K -9,810 -95%
HFA
319
HC Financial Advisors
California
$27K – – –
ICP
320
Interchange Capital Partners
Pennsylvania
$26K +$22.4K +504 New
S
321
SignatureFD
Georgia
$24K +$845 +19 +4%
EI
322
Ellevest Inc
New York
$24K +$20.2K +455 New
IAIM
323
International Assets Investment Management
Florida
$24K +$20.8K +468 New
CG
324
Cutler Group
California
$18K +$16.1K +362 New
PG
325
Proffitt & Goodson
Tennessee
$16K – – –