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Name Holding Trade Value Shares
Change
Change in
Stake
FT
376
Fiduciary Trust
Massachusetts
$698K – – –
PP
377
Prudential plc
United Kingdom
$694K +$692K +2,862 New
ARI
378
Applied Research Investments
Delaware
$683K -$2.23M -9,234 -77%
MOS
379
MGO One Seven
Ohio
$680K -$39.4K -163 -5%
CCP
380
Corient Capital Partners
California
$675K +$57.3K +237 +9%
PA
381
Profund Advisors
Maryland
$672K -$105K -433 -14%
SAM
382
Shell Asset Management
Netherlands
$667K -$106K -439 -14%
EF
383
Empirical Finance
Pennsylvania
$660K +$74.3K +307 +13%
4WM
384
44 Wealth Management
Oregon
$655K – – –
V
385
Veritable
Delaware
$647K -$6.29K -26 -1%
CTC
386
Central Trust Company
Missouri
$631K -$8.95K -37 -1%
CI
387
Cigna Investments
Connecticut
$621K -$180K -743 -23%
LNWWM
388
Laird Norton Wetherby Wealth Management
California
$605K +$35.6K +147 +6%
PF
389
Phoenix Financial
Israel
$602K +$279K +1,153 +87%
GAG
390
GM Advisory Group
New York
$599K – – –
TIM
391
Thompson Investment Management
Wisconsin
$594K – – –
FPS
392
Fieldpoint Private Securities
Connecticut
$591K +$69.4K +287 +13%
IA
393
IndexIQ Advisors
New York
$586K -$1.21K -5 -0.2%
PWPS
394
Pinnacle Wealth Planning Services
Ohio
$578K -$21.8K -90 -4%
KAS
395
Kestra Advisory Services
Texas
$576K +$17.7K +73 +3%
AG
396
AIA Group
Hong Kong
$575K +$185K +765 +48%
SCM
397
Stevens Capital Management
Pennsylvania
$573K -$147K -607 -20%
Millennium Management
398
Millennium Management
New York
$567K -$19.9M -82,272 -97%
DY
399
Dowling & Yahnke
California
$567K – – –
Twin Tree Management
400
Twin Tree Management
Texas
$566K +$564K +2,333 New