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Name Holding Trade Value Shares
Change
Change in
Stake
TPM
551
Triasima Portfolio Management
Quebec, Canada
$386K – – –
C
552
Certuity
Florida
$386K +$61.3K +255 +19%
AP
553
Appleton Partners
Massachusetts
$384K +$1.44K +6 +0.4%
RFO
554
RiverGlades Family Offices
Florida
$382K – – –
TSS
555
Two Sigma Securities
New York
$370K +$76K +316 +26%
WA
556
Wealth Alliance
New York
$362K +$45K +187 +14%
PA
557
Parallel Advisors
California
$360K +$8.42K +35 +2%
DZ Bank
558
DZ Bank
Germany
$358K +$79.8K +332 +28%
ACM
559
Argent Capital Management
Missouri
$358K – – –
FPA
560
First Pacific Advisors
California
$354K – – –
TFCP
561
Twin Focus Capital Partners
Massachusetts
$346K +$349K +1,450 New
OTPPB
562
Ontario Teachers' Pension Plan Board
Ontario, Canada
$344K +$8.42K +35 +2%
CAPTRUST Financial Advisors
563
CAPTRUST Financial Advisors
North Carolina
$344K +$36.1K +150 +12%
Cerity Partners
564
Cerity Partners
New York
$340K +$31K +129 +10%
MYLI
565
Meiji Yasuda Life Insurance
Japan
$339K +$86.3K +359 +34%
PFA
566
Professional Financial Advisors
Nebraska
$337K +$323K +1,345 +6,114%
CI
567
Cigna Investments
Connecticut
$334K +$1.44K +6 +0.4%
B
568
Barings
North Carolina
$334K +$336K +1,397 New
MOS
569
MGO One Seven
Ohio
$331K +$28.4K +118 +9%
CS
570
Cannell & Spears
New York
$330K -$221K -920 -40%
SWA
571
Sax Wealth Advisors
New Jersey
$330K – – –
CGH
572
Crossmark Global Holdings
Texas
$327K -$19.2K -80 -6%
SSWM
573
Sheets Smith Wealth Management
North Carolina
$327K +$240 +1 +0.1%
PCS
574
Personal CFO Solutions
New Jersey
$327K +$16.4K +68 +5%
WF
575
WoodTrust Financial
Wisconsin
$324K +$120K +500 +58%