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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
Logan Capital Management
Pennsylvania
$1.04M +$86.4K +1,785 +9%
FAAS
202
First Allied Advisory Services
California
$1.03M -$746K -15,425 -42%
GT
203
Greenleaf Trust
Michigan
$1.01M +$191K +3,951 +24%
JG
204
Jefferies Group
New York
$999K +$300K +6,198 +45%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$998K +$165K +3,408 +20%
OC
206
Oppenheimer & Co
New York
$994K -$30.6K -633 -3%
FFS
207
Founders Financial Securities
Maryland
$989K +$45.5K +940 +5%
CAAS
208
Capital Asset Advisory Services
Michigan
$985K – – –
BHB
209
Bank Hapoalim BM
Israel
$981K -$29K -600 -3%
PPSG
210
Princeton Portfolio Strategies Group
New Jersey
$980K – – –
GHCM
211
Glen Harbor Capital Management
California
$973K – – –
CPA
212
Court Place Advisors
Maryland
$964K -$14.5K -300 -2%
WS
213
Wedbush Securities
California
$964K -$10.9K -226 -1%
BRWA
214
B. Riley Wealth Advisors
Florida
$940K -$298K -6,159 -25%
PAM
215
Premier Asset Management
Illinois
$911K -$26.6K -550 -3%
CCMINC
216
Cardinal Capital Management Inc (North Carolina)
North Carolina
$908K +$236K +4,878 +9%
AI
217
Ariel Investments
Illinois
$886K – – –
BF
218
BOK Financial
Oklahoma
$878K -$852K -17,602 -50%
First Manhattan
219
First Manhattan
New York
$877K – – –
AWM
220
AE Wealth Management
Kansas
$860K -$412K -8,519 -33%
Brown Advisory
221
Brown Advisory
Maryland
$847K -$244K -5,047 -23%
GBT
222
Grove Bank & Trust
Florida
$840K +$88.4K +1,826 +12%
PVWM
223
Point View Wealth Management
New Jersey
$832K -$62.1K -1,283 -7%
RFS
224
Rockefeller Financial Services
New York
$831K +$335K +6,925 +71%
SPIA
225
Steward Partners Investment Advisory
New York
$822K +$19.1K +395 +2%