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Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
51
Geode Capital Management
Massachusetts
$644K
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$574K +$211K +10,000 +62%
RJT
53
Raymond James Trust
Florida
$544K -$8.24K -391 -2%
FCH
54
Freestone Capital Holdings
Washington
$510K +$28.7K +1,362 +6%
FA
55
FDx Advisors
Illinois
$503K +$22.2K +1,053 +5%
M&T Bank
56
M&T Bank
New York
$483K +$465K +22,036 New
CIM
57
CIM Investment Management
Pennsylvania
$450K
UBS Group
58
UBS Group
Switzerland
$348K -$24.6K -1,168 -7%
Citadel Advisors
59
Citadel Advisors
Florida
$329K +$317K +15,035 New
US Bancorp
60
US Bancorp
Minnesota
$295K +$57K +2,703 +25%
LFAS
61
Level Four Advisory Services
Texas
$283K -$217K -10,312 -42%
Principal Financial Group
62
Principal Financial Group
Iowa
$263K +$253K +12,000 New
TAM
63
Todd Asset Management
Kentucky
$260K +$251K +11,885 New
QCMC
64
Quantum Capital Management (California)
California
$259K -$1.9K -90 -0.8%
AG
65
Advisor Group
Arizona
$252K +$32.6K +1,544 +16%
SW
66
SVB Wealth
Massachusetts
$250K -$12.5K -591 -5%
PBT
67
Pictet Bank & Trust
Bahamas
$250K
GT
68
Greenleaf Trust
Michigan
$238K +$230K +10,890 New
JP Morgan Chase
69
JP Morgan Chase
New York
$230K -$20.6K -979 -9%
HighTower Advisors
70
HighTower Advisors
Illinois
$206K +$196K +9,312 New
SGA
71
Strategic Global Advisors
California
$204K +$196K +9,301 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$165K +$10.3K +490 +7%
HR
73
Howe & Rusling
New York
$159K
GBT
74
Grove Bank & Trust
Florida
$153K +$46.4K +2,200 +46%
SIAS
75
Shine Investment Advisory Services
Colorado
$101K +$97.2K +4,610 New