Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
326
JP Morgan Private Wealth Advisors
California
$238K -$1.68M -16,175 -89%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$232K +$7.67K +74 +4%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$230K – – –
FFS
329
Founders Financial Securities
Maryland
$228K +$199K +1,920 New
RHJA
330
Rice Hall James & Associates
California
$227K +$198K +1,915 New
CCM
331
Coldstream Capital Management
Washington
$224K +$196K +1,888 New
OC
332
Oppenheimer & Co
New York
$222K +$194K +1,869 New
MFS
333
Mirabella Financial Services
United Kingdom
$217K +$190K +1,833 New
CIP
334
Convergence Investment Partners
Florida
$216K +$188K +1,817 New
D.E. Shaw & Co
335
D.E. Shaw & Co
New York
$214K -$7.32M -70,668 -98%
M&T Bank
336
M&T Bank
New York
$213K -$4.14M -39,937 -96%
CIC
337
Carnegie Investment Counsel
Ohio
$208K +$182K +1,755 New
WW
338
Waterfront Wealth
Kansas
$203K +$176K +1,695 New
RB
339
Renasant Bank
Mississippi
$203K +$178K +1,715 New
Sumitomo Mitsui Trust Group
340
Sumitomo Mitsui Trust Group
Japan
$202K +$176K +1,700 New
VNA
341
Valley National Advisers
Pennsylvania
$188K – – –
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$162K -$35.3K -341 -20%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$159K -$36K -348 -21%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$158K +$70.3K +679 +105%
EVM
345
Eaton Vance Management
Massachusetts
$158K +$138K +1,335 New
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K +$829 +8 +0.6%
KBC Group
347
KBC Group
Belgium
$146K -$6.86M -66,265 -98%
ICM
348
Islay Capital Management
Texas
$144K -$232K -2,236 -65%
BCA
349
Bray Capital Advisors
Florida
$142K – – –
SWM
350
Spire Wealth Management
Virginia
$128K +$110K +1,066 New