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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$230K
FFS
327
Founders Financial Securities
Maryland
$228K +$199K +1,920 New
RHJA
328
Rice Hall James & Associates
California
$227K +$198K +1,915 New
CCM
329
Coldstream Capital Management
Washington
$224K +$196K +1,888 New
OC
330
Oppenheimer & Co
New York
$222K +$194K +1,869 New
MFS
331
Mirabella Financial Services
United Kingdom
$217K +$190K +1,833 New
CIP
332
Convergence Investment Partners
Florida
$216K +$188K +1,817 New
D.E. Shaw & Co
333
D.E. Shaw & Co
New York
$214K -$7.32M -70,668 -98%
M&T Bank
334
M&T Bank
New York
$213K -$4.14M -39,937 -96%
CIC
335
Carnegie Investment Counsel
Ohio
$208K +$182K +1,755 New
WW
336
Waterfront Wealth
Kansas
$203K +$176K +1,695 New
RB
337
Renasant Bank
Mississippi
$203K +$178K +1,715 New
Sumitomo Mitsui Trust Group
338
Sumitomo Mitsui Trust Group
Japan
$202K +$176K +1,700 New
VNA
339
Valley National Advisers
Pennsylvania
$188K
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$162K -$35.3K -341 -20%
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$159K -$36K -348 -21%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$158K +$70.3K +679 +105%
EVM
343
Eaton Vance Management
Massachusetts
$158K +$138K +1,335 New
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K +$829 +8 +0.6%
ICM
345
Islay Capital Management
Texas
$144K -$232K -2,236 -65%
BCA
346
Bray Capital Advisors
Florida
$142K
SWM
347
Spire Wealth Management
Virginia
$128K +$110K +1,066 New
PA
348
Parallel Advisors
California
$123K +$1.76K +17 +2%
WT
349
Washington Trust
Rhode Island
$121K -$414 -4 -0.4%
RE
350
RBC Europe
United Kingdom
$119K