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Pitney Bowes

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
201
Ironwood Investment Management
Massachusetts
$224K
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$221K +$61.7K +5,946 +40%
CIM
203
Contravisory Investment Management
Massachusetts
$220K -$8.65K -834 -4%
IWC
204
Integrated Wealth Concepts
Massachusetts
$211K +$207K +19,929 New
CA
205
Crumly & Associates
Illinois
$201K -$21.9K -2,115 -10%
SSA
206
Schonfeld Strategic Advisors
New York
$197K +$193K +18,641 New
Corient Private Wealth
207
Corient Private Wealth
Florida
$197K -$42.3K -4,077 -18%
FA
208
Fiducient Advisors
Illinois
$195K
TI
209
Tidal Investments
Wisconsin
$195K -$334K -32,172 -64%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$193K -$95.6K -9,222 -34%
Creative Planning
211
Creative Planning
Kansas
$187K -$7.2K -694 -4%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$186K -$43.2K -4,162 -19%
MOACM
213
Mutual of America Capital Management
New York
$179K -$8.48K -818 -5%
HIS
214
Harvest Investment Services
Illinois
$178K -$3.45M -332,531 -95%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$173K -$4.44K -428 -3%
Stifel Financial
216
Stifel Financial
Missouri
$171K +$167K +16,140 New
PHS
217
Pekin Hardy Strauss
Illinois
$170K -$254K -24,491 -60%
CIP
218
Cornerstone Investment Partners
Georgia
$168K +$104 +10 +0.1%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$166K +$27.2K +2,624 +20%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$163K -$20.1K -1,943 -11%
CGH
221
Crossmark Global Holdings
Texas
$159K
Grantham, Mayo, Van Otterloo & Co (GMO)
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$157K -$99.8K -9,624 -39%
FFP
223
FourThought Financial Partners
Florida
$157K +$154K +14,817 New
FWA
224
FORM Wealth Advisors
Wisconsin
$155K +$152K +14,684 New
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$144K