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Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Colony Group
Massachusetts
$341K – – –
DSC
402
Duncker Streett & Co
Missouri
$340K +$209 +4 +0.1%
VCA
403
Verdence Capital Advisors
Maryland
$336K -$24.1K -461 -7%
MA
404
Mutual Advisors
Nebraska
$336K -$4.81K -92 -1%
IA
405
IndexIQ Advisors
New York
$336K +$4.29K +82 +1%
BCV
406
Banque Cantonale Vaudoise
Switzerland
$335K – – –
IRF
407
IBM Retirement Fund
New York
$334K -$211K -4,031 -38%
Verition Fund Management
408
Verition Fund Management
Connecticut
$334K -$24.7K -473 -7%
DGAM
409
Desjardins Global Asset Management
Quebec, Canada
$330K +$338K +6,468 New
PAS
410
Park Avenue Securities
New York
$328K +$15.7K +300 +5%
GWM
411
Geneos Wealth Management
Colorado
$322K -$45.6K -872 -12%
CCP
412
Corient Capital Partners
California
$320K -$26K -498 -7%
SYBT
413
Stock Yards Bank & Trust
Kentucky
$317K -$384K -7,340 -54%
AWM
414
Affinity Wealth Management
Delaware
$314K -$470 -9 -0.1%
BBA
415
Braun-Bostich & Associates
Pennsylvania
$314K +$314K +6,006 New
PS
416
Planned Solutions
California
$314K +$321K +6,152 New
CWC
417
Carolinas Wealth Consulting
North Carolina
$312K -$54.1K -1,036 -15%
CAM
418
Cresset Asset Management
Illinois
$312K -$29.7K -569 -9%
GIM
419
Grassi Investment Management
California
$307K – – –
NIM
420
Northeast Investment Management
Massachusetts
$307K – – –
BF
421
BOK Financial
Oklahoma
$306K +$19.9K +381 +7%
SG
422
Stonnington Group
California
$305K +$15.7K +300 +5%
CAM
423
CenterStar Asset Management
Illinois
$303K – – –
TFS
424
TrustCore Financial Services
Tennessee
$303K +$22.3K +426 +8%
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
$302K -$57.9K -1,109 -16%