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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
301
Lazard Asset Management
New York
$332K +$164K +1,482 +117%
GSEP
302
Golden State Equity Partners
California
$329K +$301K +2,724 New
HWAM
303
Hennion & Walsh Asset Management
New Jersey
$329K +$26.6K +241 +10%
WIM
304
WealthPlan Investment Management
Nebraska
$328K -$213K -1,929 -42%
PVH
305
Psagot Value Holdings
Israel
$323K +$22.1K +200 +8%
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$320K +$290K +2,622 New
FNBT
307
FineMark National Bank & Trust
Florida
$320K -$14.4K -130 -5%
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$316K -$73.5K -665 -20%
EB
309
Eastern Bank
Massachusetts
$314K
MMA
310
Miracle Mile Advisors
California
$314K +$287K +2,596 New
MML Investors Services
311
MML Investors Services
Massachusetts
$310K +$70.1K +634 +33%
KAS
312
Kestra Advisory Services
Texas
$307K -$15.3K -138 -5%
LC
313
LCNB Corp
Ohio
$304K -$884 -8 -0.3%
SEC
314
Seven Eight Capital
New York
$304K +$277K +2,510 New
Fidelity Investments
315
Fidelity Investments
Massachusetts
$302K +$7.63K +69 +3%
AWS
316
Atria Wealth Solutions
New York
$300K -$3.21K -29 -1%
DC
317
Davenport & Co
Virginia
$299K +$9.06K +82 +3%
HSBC Holdings
318
HSBC Holdings
United Kingdom
$295K +$269K +2,433 New
Verition Fund Management
319
Verition Fund Management
Connecticut
$293K -$145K -1,313 -35%
PI
320
PEAK6 Investments
Illinois
$285K -$995K -9,001 -79%
VAS
321
Vestmark Advisory Solutions
Massachusetts
$273K -$7.74K -70 -3%
IAA
322
Independent Advisor Alliance
North Carolina
$267K
AWM
323
AE Wealth Management
Kansas
$264K -$3.43K -31 -1%
CII
324
Capital International Inc
California
$262K +$239K +2,167 New
Mitsubishi UFJ Trust & Banking
325
Mitsubishi UFJ Trust & Banking
Japan
$260K -$23K -208 -9%