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Name Holding Trade Value Shares
Change
Change in
Stake
SC
351
Scotia Capital
Ontario, Canada
$145K -$6.88K -112 -5%
MFP
352
Meridian Financial Partners
Virginia
$145K
CCP
353
Corient Capital Partners
California
$145K +$9.52K +155 +7%
MWM
354
MinichMacGregor Wealth Management
New York
$143K
Vanguard Personalized Indexing Management
355
Vanguard Personalized Indexing Management
California
$141K +$41.9K +682 +44%
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K +$4.73K +77 +4%
SAM
357
Shell Asset Management
Netherlands
$139K -$1.6M -25,998 -92%
SWA
358
Stratos Wealth Advisors
Ohio
$138K -$67.5K -1,100 -34%
CF
359
Centaurus Financial
California
$138K
WAM
360
World Asset Management
Michigan
$135K -$123 -2 -0.1%
SP
361
Symmetry Partners
Connecticut
$135K
CHA
362
Carmichael Hill & Associates
Maryland
$134K +$246 +4 +0.2%
Rockefeller Capital Management
363
Rockefeller Capital Management
New York
$133K -$6.08K -99 -5%
Franklin Resources
364
Franklin Resources
California
$133K +$8.6K +140 +7%
SSWM
365
Smith Salley Wealth Management
North Carolina
$132K
GWM
366
Geneos Wealth Management
Colorado
$131K -$41.3K -673 -20%
AA
367
AQR Arbitrage
Connecticut
$131K +$126K +2,050 New
RIA
368
Regal Investment Advisors
Michigan
$131K +$127K +2,062 New
VNA
369
Valley National Advisers
Pennsylvania
$129K
LFAS
370
Level Four Advisory Services
Texas
$128K +$1.1K +18 +0.9%
AL
371
Arnhold LLC
New York
$127K
BAAM
372
Baker Avenue Asset Management
California
$127K
CCM
373
Consolidated Capital Management
California
$127K
FMW
374
Farr Miller & Washington
District of Columbia
$127K
DC
375
Davenport & Co
Virginia
$127K +$49.1K +800 +67%