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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$2K +$2.38K +1,082 New
NIT
152
NumerixS Investment Technologies
British Columbia, Canada
$1K +$881 +400 New
UA
153
Unison Advisors
District of Columbia
– -$1.43M -718,058 Closed
Meitav Investment House
154
Meitav Investment House
Israel
– -$560K -282,938 Closed
Cresset Asset Management
155
Cresset Asset Management
Illinois
– -$318K -159,966 Closed
Mackenzie Financial
156
Mackenzie Financial
Ontario, Canada
– -$189K -94,988 Closed
CBOA
157
Commonwealth Bank of Australia
Australia
– -$144K -72,508 Closed
WCM
158
Weld Capital Management
New York
– -$81K -40,794 Closed
Creative Planning
159
Creative Planning
Kansas
– -$80K -40,174 Closed
Simplicity Solutions
160
Simplicity Solutions
Minnesota
– -$66K -33,406 Closed
Verition Fund Management
161
Verition Fund Management
Connecticut
– -$64K -31,992 Closed
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
– -$58K -29,392 Closed
FCB
163
First Command Bank
Texas
– -$29K -14,400 Closed
FCFS
164
First Command Financial Services
Texas
– -$29K -14,400 Closed
AIA
165
Alera Investment Advisors
Illinois
– -$24K -12,108 Closed
OWA
166
One Wealth Advisors
California
– -$2K -1,194 Closed
Wealthspire Advisors (Maryland)
167
Wealthspire Advisors (Maryland)
Maryland
– -$1K -424 Closed
CFA
168
Carroll Financial Associates
North Carolina
– +$62 +28 New
Simplex Trading
169
Simplex Trading
Illinois
– +$128 +58 New
Ladenburg Thalmann Financial Services
170
Ladenburg Thalmann Financial Services
Florida
– +$247 +112 New