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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evercore Wealth Management
New York
$283K +$66.4K +1,126 +30%
WPA
527
West Paces Advisors
Georgia
$283K -$4.89K -83 -2%
PI
528
PineBridge Investments
New York
$278K – – –
Westfield Capital Management
529
Westfield Capital Management
Massachusetts
$276K – – –
GAM
530
Gotham Asset Management
New York
$273K -$206K -3,493 -43%
APA
531
American Portfolios Advisors
New York
$268K +$8.49K +144 +3%
CA
532
Claro Advisors
Massachusetts
$268K +$291K +4,934 New
WGA
533
Weather Gauge Advisory
Virginia
$267K +$269K +4,562 New
CFA
534
Carroll Financial Associates
North Carolina
$264K -$19K -323 -7%
PWP
535
Private Wealth Partners
California
$264K – – –
NICM
536
Neo Ivy Capital Management
New York
$260K +$261K +4,433 New
BCA
537
Bay Colony Advisors
Massachusetts
$254K +$255K +4,329 New
IAA
538
Independent Advisor Alliance
North Carolina
$249K +$250K +4,243 New
Acadian Asset Management
539
Acadian Asset Management
Massachusetts
$249K +$250K +4,245 New
SXL
540
Summit X LLC
Missouri
$247K -$467K -7,927 -65%
HTC
541
Haverford Trust Company
Pennsylvania
$247K -$8.43K -143 -3%
AWP
542
Ascent Wealth Partners
New York
$247K -$884 -15 -0.4%
Bessemer Group
543
Bessemer Group
New Jersey
$243K +$203K +3,445 +481%
LWM
544
Lenox Wealth Management
Ohio
$242K +$390K +6,619 +2,781%
BOPW
545
Brandywine Oak Private Wealth
Pennsylvania
$241K +$243K +4,116 New
Mariner
546
Mariner
Kansas
$240K +$253K +4,283 New
FRM
547
Fox Run Management
Connecticut
$238K +$239K +4,054 New
LA
548
Legacy Advisors
Pennsylvania
$234K – – –
LOAME
549
Lombard Odier Asset Management (Europe)
United Kingdom
$234K – – –
BHWM
550
Bay Harbor Wealth Management
Maryland
$233K +$234K +3,974 New