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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
301
Williams Jones Wealth Management
New York
$437K – – –
SIA
302
Schechter Investment Advisors
Michigan
$426K +$43.2K +1,094 +9%
IIM
303
INTECH Investment Management
Florida
$415K +$4.93K +125 +1%
MML Investors Services
304
MML Investors Services
Massachusetts
$410K -$52.9K -1,340 -10%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$406K +$187K +4,732 +70%
AWC
306
Abundance Wealth Counselors
Pennsylvania
$400K +$42.1K +1,066 +9%
AIC
307
Archer Investment Corporation
Indiana
$388K – – –
EIP
308
Epoch Investment Partners
New York
$385K – – –
HWAM
309
Hennion & Walsh Asset Management
New Jersey
$371K -$98.6K -2,500 -18%
NA
310
Navellier & Associates
Nevada
$370K -$8.56K -217 -2%
Fuller & Thaler Asset Management
311
Fuller & Thaler Asset Management
California
$369K -$104K -2,640 -19%
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$369K +$32.4K +822 +8%
VI
313
Versor Investments
New York
$366K +$446K +11,315 New
V
314
Veritable
Delaware
$358K -$11.7K -297 -3%
SCM
315
Shelton Capital Management
Colorado
$358K – – –
FB
316
Fulton Bank
Pennsylvania
$357K -$17K -431 -4%
WAM
317
Weiss Asset Management
Massachusetts
$354K +$432K +10,950 New
GAM
318
Grandview Asset Management
Pennsylvania
$350K -$947 -24 -0.2%
IA
319
IFP Advisors
Florida
$346K +$37.4K +948 +16%
Creative Planning
320
Creative Planning
Kansas
$328K +$119K +3,006 +42%
TPW
321
TL Private Wealth
Texas
$324K – – –
SPIA
322
Steward Partners Investment Advisory
New York
$324K +$44.1K +1,119 +13%
NIM
323
Needham Investment Management
New York
$323K -$395K -10,000 -50%
AA
324
Ancora Advisors
Ohio
$313K -$1.58M -40,060 -81%
HTC
325
Haverford Trust Company
Pennsylvania
$312K +$38.5K +975 +11%