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Name Holding Trade Value Shares
Change
Change in
Stake
S
176
SimplyRich
California
$1.08M -$38.5K -298 -3%
IWC
177
Integrated Wealth Concepts
Massachusetts
$1.08M +$101K +781 +10%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$1.08M +$5.94K +46 +0.6%
DBT
179
Dubuque Bank & Trust
Iowa
$1.04M -$73.8K -572 -7%
PCM
180
Prelude Capital Management
New York
$1.04M +$1.03M +7,965 New
PA
181
Profund Advisors
Maryland
$1.04M +$99.3K +769 +11%
GT
182
Glenmede Trust
Pennsylvania
$1.03M +$11K +85 +1%
New York State Common Retirement Fund
183
New York State Common Retirement Fund
New York
$1.02M -$17.3M -133,809 -94%
CG
184
Cutler Group
California
$990K +$981K +7,600 New
Vanguard Personalized Indexing Management
185
Vanguard Personalized Indexing Management
California
$987K -$59K -457 -6%
CHAM
186
Clear Harbor Asset Management
Connecticut
$987K +$9.04K +70 +0.9%
William Blair & Company
187
William Blair & Company
Illinois
$945K -$427K -3,305 -31%
MCM
188
MAI Capital Management
Ohio
$943K -$89.2K -691 -9%
AC
189
Abbrea Capital
California
$899K -$75.4K -584 -8%
IB
190
Intrust Bank
Kansas
$895K -$303K -2,348 -26%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$889K +$504K +3,907 +134%
WI
192
WrapManager Inc
California
$884K +$3.87K +30 +0.4%
CCA
193
Checchi Capital Advisers
California
$878K +$4.39K +34 +0.5%
BC
194
Burney Company
Virginia
$869K -$14.1K -109 -2%
GT
195
Greenleaf Trust
Michigan
$860K -$177K -1,371 -17%
P
196
Pitcairn
Pennsylvania
$860K -$44.1K -342 -5%
Impax Asset Management Group
197
Impax Asset Management Group
United Kingdom
$858K +$273K +2,114 +47%
RJT
198
Raymond James Trust
Florida
$838K -$350K -2,708 -30%
HNW
199
High Note Wealth
Minnesota
$830K +$823K +6,373 New
KWA
200
KCS Wealth Advisory
California
$819K +$438K +3,396 +118%