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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
526
YHB Investment Advisors
Connecticut
$208K +$194K +770 New
W
527
WealthStone
Ohio
$206K +$8.04K +32 +4%
IC
528
IEQ Capital
California
$206K +$235K +936 New
PFO
529
Pathstone Family Office
New Jersey
$206K +$235K +936 New
CM
530
Castleark Management
Illinois
$204K -$227K -905 -49%
Acadian Asset Management
531
Acadian Asset Management
Massachusetts
$203K -$11.5M -45,705 -98%
WP
532
WMS Partners
Maryland
$203K
CI
533
Cigna Investments
Connecticut
$201K -$53.5K -213 -19%
WA1
534
Wimmer Associates 1
California
$201K
FMLI
535
Fukoku Mutual Life Insurance
Japan
$198K
MA
536
Montag & Associates
Georgia
$186K +$55.3K +220 +35%
SSB
537
Sandy Spring Bank
Maryland
$182K
First Manhattan
538
First Manhattan
New York
$181K +$207K +825 New
QCG
539
Quadrant Capital Group
Ohio
$179K +$24.9K +99 +14%
AA
540
Ancora Advisors
Ohio
$171K
IA
541
IFP Advisors
Florida
$169K -$170K -676 -47%
Capstone Investment Advisors
542
Capstone Investment Advisors
New York
$159K +$181K +720 New
FPA
543
First Pacific Advisors
California
$149K +$47.7K +190 +39%
Loomis, Sayles & Company
544
Loomis, Sayles & Company
Massachusetts
$147K +$146K +580 +652%
SWA
545
Sutton Wealth Advisors
Florida
$146K
TCWM
546
Total Clarity Wealth Management
Illinois
$136K +$155K +616 New
MWM
547
Mascoma Wealth Management
New Hampshire
$132K +$151K +600 New
PCG
548
Private Capital Group
Connecticut
$116K -$217K -862 -62%
Bank Julius Baer & Co
549
Bank Julius Baer & Co
Switzerland
$115K -$666K -2,650 -83%
VC
550
Vestor Capital
Illinois
$112K