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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
201
Private Advisor Group
New Jersey
$500K +$11.9K +112 +3%
ONB
202
Old National Bancorp
Indiana
$482K +$466K +4,388 New
SW
203
SVB Wealth
Massachusetts
$480K -$9.13K -86 -2%
MML Investors Services
204
MML Investors Services
Massachusetts
$476K -$12.9K -121 -3%
CPC
205
Cookson Peirce & Co
Pennsylvania
$474K – – –
SS
206
Simplicity Solutions
Minnesota
$467K +$42.7K +402 +10%
KPCM
207
Kings Point Capital Management
New York
$439K – – –
EARNEST Partners
208
EARNEST Partners
Georgia
$436K -$6.48K -61 -2%
GIM
209
Granahan Investment Management
Massachusetts
$433K -$4.25K -40 -1%
Fiera Capital (Canada)
210
Fiera Capital (Canada)
Quebec, Canada
$429K -$402K -3,789 -49%
GT
211
Greenleaf Trust
Michigan
$423K +$166K +1,564 +68%
SFA
212
Sequoia Financial Advisors
Ohio
$422K +$8.5K +80 +2%
V
213
Veritable
Delaware
$414K -$20.1K -189 -5%
CS
214
Comerica Securities
Michigan
$406K -$5.1K -48 -1%
SCM
215
Shelton Capital Management
Colorado
$402K – – –
BP
216
Ballentine Partners
Massachusetts
$396K -$7.12K -67 -2%
CAM
217
Carret Asset Management
New York
$396K – – –
YWP
218
YorkBridge Wealth Partners
New York
$395K -$319 -3 -0.1%
RG
219
Rikoon Group
New Mexico
$391K -$251K -2,365 -40%
HAG
220
HighPoint Advisor Group
Illinois
$381K +$37.3K +351 +12%
SGA
221
Strategic Global Advisors
California
$380K – – –
AR
222
Advisory Research
Illinois
$378K +$139K +1,308 +61%
YMRC
223
Yorktown Management & Research Company
Virginia
$373K -$244K -2,300 -40%
AC
224
Addenda Capital
Quebec, Canada
$368K – – –
RJFSA
225
Raymond James Financial Services Advisors
Florida
$368K +$21.2K +200 +6%