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Pitney Bowes

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$259K +$50.2K +4,306 +23%
CHA
202
Cooper/Haims Advisors
New York
$256K -$58.2K -5,000 -18%
AF
203
Allworth Financial
California
$251K +$151 +13 +0.1%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$248K +$3.26K +280 +1%
TDC
205
Thompson Davis & Co
Virginia
$248K -$2.03K -174 -0.8%
CIM
206
Contravisory Investment Management
Massachusetts
$247K +$252K +21,634 New
IIM
207
Ironwood Investment Management
Massachusetts
$242K
CA
208
Crumly & Associates
Illinois
$241K -$48.4K -4,158 -16%
TRIA
209
Trail Ridge Investment Advisors
Colorado
$238K +$11.7K +1,008 +5%
AIM
210
AXA Investment Managers
France
$219K +$223K +19,170 New
NS
211
NBC Securities
Alabama
$216K +$88.3K +7,578 +67%
FA
212
Fiducient Advisors
Illinois
$211K
CBU
213
CIBC Bancorp USA
Illinois
$210K +$214K +18,403 New
Creative Planning
214
Creative Planning
Kansas
$210K +$25.5K +2,188 +13%
WS
215
Wedbush Securities
California
$206K -$235K -20,147 -53%
QCM
216
Quantinno Capital Management
New York
$206K +$35.6K +3,053 +20%
MOACM
217
Mutual of America Capital Management
New York
$202K -$29.3K -2,519 -12%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$198K +$24.6K +2,116 +13%
Balyasny Asset Management
219
Balyasny Asset Management
Illinois
$196K +$9.79K +841 +5%
PM
220
Penbrook Management
New York
$195K
AIM
221
Advyzon Investment Management
Illinois
$194K +$198K +17,020 New
Neuberger Berman Group
222
Neuberger Berman Group
New York
$192K -$9.36K -804 -5%
CIP
223
Cornerstone Investment Partners
Georgia
$181K -$13.8K -1,183 -7%
CGH
224
Crossmark Global Holdings
Texas
$171K +$140 +12 +0.1%
HFM
225
Harvest Fund Management
China
$171K -$288K -24,716 -62%