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Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
AXQ Capital
New Jersey
$772K +$716K +6,100 New
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$766K -$30.7K -262 -4%
BSAM
228
Blue Square Asset Management
New York
$765K +$709K +6,044 New
MCM
229
MAI Capital Management
Ohio
$736K +$201K +1,714 +42%
SWS
230
SYSTM Wealth Solutions
Illinois
$729K -$32K -273 -5%
WFI
231
West Family Investments
California
$722K
TWC
232
TD Waterhouse Canada
Ontario, Canada
$722K +$1.64K +14 +0.2%
Vontobel Holding
233
Vontobel Holding
Switzerland
$709K
NEI
234
Northwest & Ethical Investments
Ontario, Canada
$697K -$31.1K -265 -5%
PVM
235
Palogic Value Management
Texas
$693K +$95.2K +812 +17%
WMSA
236
Weiss Multi-Strategy Advisers
New York
$690K +$640K +5,456 New
HTC
237
Haverford Trust Company
Pennsylvania
$687K +$24.4K +208 +4%
LA
238
LVW Advisors
New York
$682K -$7.16K -61 -1%
SFO
239
Stokes Family Office
Louisiana
$672K +$97.1K +828 +18%
FAFN
240
First Affirmative Financial Network
Colorado
$672K +$1.64K +14 +0.3%
SW
241
SVB Wealth
Massachusetts
$651K -$39.4K -336 -6%
JWM
242
Janiczek Wealth Management
Colorado
$648K -$6.33K -54 -1%
CCA
243
Checchi Capital Advisers
California
$637K +$12.7K +108 +2%
AIM
244
Allen Investment Management
New York
$633K
SCM
245
SOL Capital Management
Maryland
$632K
WI
246
WrapManager Inc
California
$625K +$66.4K +566 +13%
AWM
247
Axxcess Wealth Management
California
$623K +$136K +1,162 +31%
PFO
248
Pathstone Family Office
New Jersey
$621K -$511K -4,358 -47%
IC
249
IEQ Capital
California
$608K +$280K +2,385 +99%
DG
250
DMC Group
Alabama
$605K +$68.4K +583 +14%