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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$382K – – –
AI
302
Accredited Investors
Minnesota
$361K +$298K +605 New
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$360K +$283K +574 +1,913%
SFSIG
304
San Francisco Sentry Investment Group
California
$356K -$1.97K -4 -0.7%
FNBT
305
FineMark National Bank & Trust
Florida
$356K +$294K +596 New
US Bancorp
306
US Bancorp
Minnesota
$347K +$156K +317 +120%
OQS
307
Occudo Quantitative Strategies
Florida
$339K -$29.6K -60 -10%
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$338K +$48.3K +98 +21%
BAM
309
Bruderman Asset Management
New York
$333K +$1.97K +4 +0.7%
Commonwealth Equity Services
310
Commonwealth Equity Services
Massachusetts
$328K -$21.7K -44 -7%
Verition Fund Management
311
Verition Fund Management
Connecticut
$320K +$264K +536 New
Vanguard Personalized Indexing Management
312
Vanguard Personalized Indexing Management
California
$315K +$25.6K +52 +11%
Mitsubishi UFJ Trust & Banking
313
Mitsubishi UFJ Trust & Banking
Japan
$303K -$11.3K -23 -3%
Macquarie Group
314
Macquarie Group
Australia
$298K -$78.9K -160 -24%
RHBC
315
R.H. Bluestein & Co
Michigan
$298K – – –
SW
316
SteelPeak Wealth
California
$298K +$246K +500 New
WANY
317
Wealthspire Advisors (New York)
New York
$296K +$245K +496 New
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$287K -$125K -253 -34%
GLA
319
Great Lakes Advisors
Illinois
$287K -$25.6K -52 -10%
ASN
320
Advisory Services Network
Georgia
$286K +$69K +140 +41%
JHP
321
James Hambro & Partners
United Kingdom
$285K – – –
WWA
322
WC Walker & Associates
California
$276K – – –
XS
323
XR Securities
Illinois
$273K -$61.1K -124 -21%
SPM
324
Symmetry Peak Management
Pennsylvania
$271K +$224K +454 New
GT
325
Glenmede Trust
Pennsylvania
$270K -$769K -1,560 -77%