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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
151
Dorsey & Whitney Trust
South Dakota
$584K +$81.6K +538 +14%
MPPW
152
Mitchell & Pahl Private Wealth
Oklahoma
$581K +$66.1K +436 +11%
CCP
153
Corient Capital Partners
California
$573K +$3.49K +23 +0.6%
AF
154
Apexium Financial
Texas
$563K
SW
155
SVB Wealth
Massachusetts
$563K +$201K +1,324 +44%
HWA
156
HHM Wealth Advisors
Tennessee
$557K +$45.9K +303 +8%
Franklin Resources
157
Franklin Resources
California
$553K +$10.3K +68 +2%
Citadel Advisors
158
Citadel Advisors
Florida
$522K +$257K +1,698 +74%
CG
159
Caprock Group
Idaho
$508K +$116K +762 +24%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$490K -$20.8K -137 -4%
IC
161
IEQ Capital
California
$489K -$55.8K -368 -9%
AIA
162
Armor Investment Advisors
North Carolina
$488K -$112K -737 -16%
IWA
163
Intercontinental Wealth Advisors
Texas
$487K -$6.07K -40 -1%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$472K -$427K -2,813 -44%
BP
165
Ballentine Partners
Massachusetts
$465K +$37.9K +250 +8%
RHBC
166
R.H. Bluestein & Co
Michigan
$456K -$75.8K -500 -13%
CSS
167
Cubist Systematic Strategies
Connecticut
$455K -$2.01M -13,261 -79%
PFS
168
Physicians Financial Services
North Carolina
$454K +$7.58K +50 +1%
Simplex Trading
169
Simplex Trading
Illinois
$453K +$528K +3,481 New
WFA
170
Wipfli Financial Advisors
Wisconsin
$446K +$519K +3,424 New
AAM
171
Advisors Asset Management
Colorado
$444K -$24.4K -161 -5%
HNB
172
Huntington National Bank
Ohio
$436K +$411K +2,713 +429%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$414K +$482K +3,180 New
SBH
174
Segall Bryant & Hamill
Illinois
$413K
RC
175
RegentAtlantic Capital
New Jersey
$407K -$36.2K -239 -7%