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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
101
ProVise Management Group
Florida
$8.22M -$713K -14,662 -9%
OFA
102
Oak Family Advisors
Illinois
$7.98M -$1.74M -35,778 -20%
RGC
103
Redwood Grove Capital
California
$7.97M – – –
RG
104
Renaissance Group
Kentucky
$7.95M -$386K -7,931 -5%
GCC
105
Guardian Capital (Canada)
Ontario, Canada
$7.95M -$18.4K -379 -0.3%
ClearBridge Investments
106
ClearBridge Investments
New York
$7.9M -$24.5K -504 -0.3%
MML Investors Services
107
MML Investors Services
Massachusetts
$7.82M +$1.32M +27,160 +23%
IBT
108
International Biotechnology Trust
United Kingdom
$7.81M – – –
Cerity Partners
109
Cerity Partners
New York
$7.75M +$669K +13,763 +20%
RCYC
110
Richard C. Young & Co
Rhode Island
$7.61M -$958K -19,696 -12%
Creative Planning
111
Creative Planning
Kansas
$7.47M +$621K +12,760 +10%
ACM
112
Altrius Capital Management
North Carolina
$7.3M +$112K +2,308 +2%
FHB
113
First Hawaiian Bank
Hawaii
$7.24M -$222K -4,564 -3%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$7.08M +$424K +8,726 +7%
Franklin Resources
115
Franklin Resources
California
$6.93M +$1.22M +25,106 +25%
WCM
116
Wallace Capital Management
Texas
$6.81M -$122K -2,508 -2%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.75M +$148K +3,053 +3%
TCM
118
Tekla Capital Management
Massachusetts
$6.72M – – –
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$6.33M +$405K +8,329 +8%
TPCW
120
TD Private Client Wealth
New York
$6.29M +$2.36M +48,472 +72%
CS
121
Credit Suisse
Switzerland
$6.07M +$87.6K +1,802 +2%
CF
122
Cantor Fitzgerald
New York
$6.03M +$5.39M +110,887 New
Corient Private Wealth
123
Corient Private Wealth
Florida
$6.03M +$4.21M +86,470 +355%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$6M +$1.98M +40,715 +59%
JMPWA
125
JP Morgan Private Wealth Advisors
California
$5.92M +$1.47M +30,274 +39%