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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
676
Baldwin Investment Management
Pennsylvania
$1.86M -$199K -1,700 -10%
CW
677
Connectus Wealth
Ohio
$1.86M +$1.81M +15,435 New
EFS
678
Essex Financial Services
Connecticut
$1.86M +$231K +1,975 +15%
AIC
679
Ayalon Insurance Company
Israel
$1.84M
SC
680
Sonen Capital
California
$1.84M +$1.79M +15,319 New
SW
681
SVB Wealth
Massachusetts
$1.81M -$3.14M -26,832 -64%
TMC
682
Trellus Management Company
Florida
$1.8M
SCH
683
Springs Capital (HK)
Hong Kong
$1.8M +$1.76M +15,000 New
KPWS
684
Kestra Private Wealth Services
Texas
$1.79M -$6.68K -57 -0.4%
CG
685
Caprock Group
Idaho
$1.79M +$236K +2,016 +16%
MCM
686
Mitchell Capital Management
Kansas
$1.78M +$3.87K +33 +0.2%
TPCW
687
TD Private Client Wealth
New York
$1.78M -$165K -1,405 -9%
FHA
688
First Horizon Advisors
Tennessee
$1.77M -$958K -8,183 -36%
EAMA
689
EFG Asset Management (Americas)
Florida
$1.77M +$231K +1,972 +15%
Thrivent Financial for Lutherans
690
Thrivent Financial for Lutherans
Minnesota
$1.76M -$21.4K -183 -1%
Two Sigma Advisers
691
Two Sigma Advisers
New York
$1.76M +$1.71M +14,600 New
LJAC
692
L.J. Altfest & Co
New York
$1.75M +$21.6K +184 +1%
JWM
693
Jupiter Wealth Management
Colorado
$1.75M +$293K +2,500 +21%
JFA
694
Johanson Financial Advisors
California
$1.72M +$63.3K +540 +4%
BP
695
Ballentine Partners
Massachusetts
$1.72M -$1.52K -13 -0.1%
HPM
696
Hudson Portfolio Management
New York
$1.71M -$29.5K -252 -2%
SWM
697
Spire Wealth Management
Virginia
$1.7M -$394K -3,365 -20%
CFMC
698
Curbstone Financial Management Corp
New Hampshire
$1.7M
TF
699
TIAA FSB
Florida
$1.69M -$318K -2,717 -16%
PWPS
700
Pinnacle Wealth Planning Services
Ohio
$1.68M +$144K +1,231 +10%