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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
251
Prospera Financial Services
Texas
$153K +$134K +2,274 New
CM
252
CoreCommodity Management
Connecticut
$147K – – –
GBA
253
Garrison Bradford & Associates
New York
$147K – – –
KeyBank National Association
254
KeyBank National Association
Ohio
$146K – – –
KFC
255
Klingenstein Fields & Co
New York
$143K +$127K +2,149 New
HTC
256
Haverford Trust Company
Pennsylvania
$139K +$1.65K +28 +1%
CB
257
Commerce Bank
Missouri
$134K – – –
MPAM
258
Murphy Pohlad Asset Management
Minnesota
$134K – – –
JG
259
Jefferies Group
New York
$132K -$312K -5,288 -73%
DekaBank Deutsche Girozentrale
260
DekaBank Deutsche Girozentrale
Germany
$131K – – –
WT
261
Whittier Trust
California
$103K – – –
GT
262
Glenmede Trust
Pennsylvania
$101K -$2.48K -42 -3%
CSS
263
Cubist Systematic Strategies
Connecticut
$93K +$13.8K +234 +20%
PWPS
264
Pinnacle Wealth Planning Services
Ohio
$90K +$79.4K +1,345 New
CLOS
265
Compagnie Lombard Odier SCmA
Switzerland
$87K – – –
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$80K +$70.8K +1,200 New
FGC
267
Financial Gravity Companies
Texas
$80K +$76.5K +1,296 New
HL
268
Harding Loevner
New Jersey
$76K – – –
SWP
269
Stratos Wealth Partners
Ohio
$72K +$63.4K +1,075 New
ASN
270
Advisory Services Network
Georgia
$70K +$45.4K +769 +277%
EWM
271
Evercore Wealth Management
New York
$67K – – –
ED
272
Exane Derivatives
France
$66.9K – – –
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
$62K – – –
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$59K +$52.6K +891 New
BF
275
BOK Financial
Oklahoma
$57K +$15.8K +268 +46%