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Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TownSquare Capital
Utah
$529K
PAMS
202
Pictet Asset Management (Switzerland)
Switzerland
$527K +$545K +2,992 New
OC
203
Oppenheimer & Co
New York
$524K -$72.5K -398 -12%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$521K
CIC
205
Chilton Investment Company
Connecticut
$509K +$526K +2,888 New
Franklin Resources
206
Franklin Resources
California
$492K +$50.3K +276 +11%
RJA
207
Raymond James & Associates
Florida
$490K +$67.1K +368 +15%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$487K +$504K +2,767 New
EAM
209
Eukles Asset Management
Ohio
$486K +$68.2K +374 +16%
BP
210
Ballentine Partners
Massachusetts
$485K
ZB
211
Zions Bancorporation
Utah
$485K +$55.6K +305 +12%
BAM
212
Belpointe Asset Management
Nevada
$484K -$9.11K -50 -2%
PA
213
Procyon Advisors
Connecticut
$461K
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$461K +$16.9K +93 +4%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$454K -$40.1K -220 -8%
Citadel Advisors
216
Citadel Advisors
Florida
$451K -$800K -4,390 -63%
WF
217
Welch & Forbes
Massachusetts
$445K
HighTower Advisors
218
HighTower Advisors
Illinois
$440K -$51K -280 -10%
FHA
219
Flagship Harbor Advisors
Massachusetts
$434K
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$434K +$29.5K +162 +7%
WGAM
221
Wilkinson Global Asset Management
New York
$432K
SCM
222
Shelton Capital Management
Colorado
$431K
JCM
223
Janney Capital Management
Pennsylvania
$425K -$3.46K -19 -0.8%
PA
224
Profund Advisors
Maryland
$422K -$60K -329 -12%
WT
225
Whittier Trust
California
$417K -$10K -55 -2%