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State Street

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
551
Williams Jones & Associates
New York
$350K
HCM
552
Hall Capital Management
Rhode Island
$350K +$355K +4,555 New
CCA
553
Checchi Capital Advisers
California
$339K -$44K -565 -11%
FBA
554
Front Barnett Associates
Illinois
$338K
DCM
555
Dynamic Capital Management
Jersey
$335K +$339K +4,357 New
BPCA
556
Bank Pictet & Cie (Asia)
Singapore
$330K
SI
557
Stephens Inc
Arkansas
$325K +$21.6K +277 +7%
EA
558
Euclid Advisors
Connecticut
$325K +$328K +4,217 New
CRC
559
Curi RMB Capital
Illinois
$323K +$1.17K +15 +0.4%
NFG
560
Next Financial Group
Texas
$321K
NRS
561
Neville Rodie & Shaw
New York
$319K
W
562
Wealthfront
California
$316K +$74.1K +951 +30%
GLRA
563
Gerald L. Ray & Associates
Texas
$308K
LPT
564
Legacy Private Trust
Wisconsin
$308K
JWBC
565
J.W. Burns & Co
New York
$305K
BRWA
566
B. Riley Wealth Advisors
Florida
$305K +$78.3K +1,006 +34%
KIA
567
KCM Investment Advisors
California
$302K
BP
568
BBR Partners
New York
$300K
MAM
569
Mizuho Asset Management
Japan
$297K +$93.8K +1,204 +45%
ISL
570
Ingalls & Snyder LLC
New York
$294K -$70.1K -900 -19%
BP
571
Ballentine Partners
Massachusetts
$288K -$2.26K -29 -0.8%
NIM
572
Northeast Investment Management
Massachusetts
$288K
BFC
573
Blue Fin Capital
Rhode Island
$281K
WTC
574
WhitTier Trust Company
Nevada
$281K
JIC
575
Johnson Investment Counsel
Ohio
$277K -$7.01K -90 -2%