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Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$159K +$186K +13,889 New
TWC
352
TD Waterhouse Canada
Ontario, Canada
$154K +$6.7K +500 +4%
EI
353
Ethic Inc
New York
$152K +$178K +13,281 New
ACP
354
Aviance Capital Partners
Florida
$149K
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$149K +$174K +12,977 New
IFG
356
Independent Financial Group
California
$148K +$172K +12,859 New
Wellington Management Group
357
Wellington Management Group
Massachusetts
$144K -$21.4M -1,597,361 -99%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$140K +$22.3K +1,663 +16%
TRCT
359
Tower Research Capital (TRC)
New York
$140K -$89K -6,638 -35%
LAM
360
Lewis Asset Management
California
$138K -$83.8K -6,250 -34%
ZIG
361
Zullo Investment Group
Pennsylvania
$138K +$161K +12,000 New
SCM
362
Shelton Capital Management
Colorado
$138K
NL
363
NWAM LLC
Washington
$137K +$2.99K +223 +2%
SFI
364
Siemens Fonds Invest
Germany
$136K
OFG
365
Orcam Financial Group
California
$133K -$33.2K -2,477 -18%
CA
366
Cullinan Associates
Kentucky
$132K
SI
367
Stephens Inc
Arkansas
$132K
Aberdeen Group
368
Aberdeen Group
United Kingdom
$129K -$17.6K -1,310 -10%
AWS
369
Atria Wealth Solutions
New York
$128K -$48.9K -3,647 -25%
VSQM
370
V-Square Quantitative Management
Illinois
$128K
EDRH
371
Edmond de Rothschild Holding
Switzerland
$121K
JIC
372
Joel Isaacson & Co
New York
$121K +$141K +10,515 New
IWM
373
IHT Wealth Management
Illinois
$121K -$9.53K -711 -6%
CFM
374
Comprehensive Financial Management
California
$118K
Wealth Enhancement Advisory Services
375
Wealth Enhancement Advisory Services
Minnesota
$117K -$10.9K -810 -7%