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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1701
Watershed Private Wealth
Illinois
$1.5M -$396K -1,314 -22%
Grantham, Mayo, Van Otterloo & Co (GMO)
1702
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.5M -$270K -895 -16%
Ingalls & Snyder LLC
1703
Ingalls & Snyder LLC
New York
$1.5M +$858K +2,848 +153%
Perpetual Ltd
1704
Perpetual Ltd
Australia
$1.49M +$143K +475 +11%
OFI
1705
Outbound Financial Inc
Colorado
$1.49M +$1.41M +4,690 New
First Manhattan
1706
First Manhattan
New York
$1.49M +$131K +434 +10%
GCA
1707
Genesee Capital Advisors
New York
$1.49M +$81.3K +270 +6%
MWA
1708
Motive Wealth Advisors
Michigan
$1.49M +$121K +402 +9%
ST
1709
Somerset Trust
Pennsylvania
$1.49M +$299K +992 +27%
PWMG
1710
Prestige Wealth Management Group
New Jersey
$1.48M -$79.5K -264 -5%
CW
1711
Channel Wealth
California
$1.48M -$50K -166 -3%
WAS
1712
Winch Advisory Services
Wisconsin
$1.48M – – –
CCC
1713
Compass Capital Corp
Massachusetts
$1.48M +$333K +1,105 +34%
WW
1714
Waterfront Wealth
Kansas
$1.47M +$66.3K +220 +5%
VFM
1715
Vision Financial Markets
Connecticut
$1.47M – – –
MCF Advisors
1716
MCF Advisors
Kentucky
$1.47M +$292K +969 +26%
SGAM
1717
Smith Group Asset Management
Texas
$1.47M -$52.7K -175 -4%
TAM
1718
Tucker Asset Management
Colorado
$1.47M +$53.9K +179 +4%
HWAM
1719
Hennion & Walsh Asset Management
New Jersey
$1.47M +$6.33K +21 +0.5%
FMP
1720
Financial Management Professionals
Texas
$1.47M +$184K +610 +15%
CFG
1721
Carter Financial Group
Illinois
$1.47M +$1.39M +4,617 New
SXL
1722
Summit X LLC
Missouri
$1.46M +$15.7K +52 +1%
RIM
1723
Rockbridge Investment Management
New York
$1.46M -$3.62K -12 -0.3%
QCIG
1724
Quad-Cities Investment Group
Iowa
$1.46M +$119K +394 +9%
NGA
1725
Naples Global Advisors
Florida
$1.46M +$33.7K +112 +2%