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Name Holding Trade Value Shares
Change
Change in
Stake
KA
976
Kaizen Advisory
Illinois
$402K +$282K +1,388 +293%
AIS
977
AlphaOne Investment Services
Pennsylvania
$401K +$213K +1,049 +130%
ACM
978
Azimuth Capital Management
Michigan
$397K -$1.02K -5 -0.3%
EWM
979
Endurance Wealth Management
Rhode Island
$396K
CSIC
980
Clifford Swan Investment Counsel
California
$395K
OWA
981
One Wealth Advisors
California
$394K -$17.1K -84 -4%
CCM
982
Coldstream Capital Management
Washington
$391K -$69.5K -342 -16%
POIA
983
Pin Oak Investment Advisors
Texas
$391K +$203 +1 +0.1%
RMDI
984
R.M. Davis Inc
Maine
$389K
TCOT
985
Trust Company of Toledo
Ohio
$389K
Hudson Bay Capital Management
986
Hudson Bay Capital Management
Connecticut
$389K +$366K +1,800 New
CFA
987
Carroll Financial Associates
North Carolina
$388K -$6.91K -34 -2%
SFG
988
StrategIQ Financial Group
Indiana
$387K
AF
989
Allworth Financial
California
$380K +$315K +1,549 +734%
WCM
990
Windward Capital Management
California
$379K -$2.85K -14 -0.8%
BL
991
BFSG LLC
California
$378K -$14.8K -73 -4%
NFG
992
Next Financial Group
Texas
$375K +$35.2K +173 +11%
VFA
993
Valeo Financial Advisors
Indiana
$368K +$231K +1,137 +201%
M
994
MOTCO
Texas
$368K +$266K +1,310 +334%
PM
995
Parametrica Management
Hong Kong
$368K +$346K +1,703 New
RMCM
996
Reynders McVeigh Capital Management
Massachusetts
$364K
GKWIM
997
Gerber Kawasaki Wealth & Investment Management
California
$361K +$43.5K +214 +15%
PIM
998
Parker Investment Management
California
$361K +$64.3K +316 +23%
EP
999
Edgestream Partners
New Jersey
$360K -$323K -1,587 -49%
CAM
1000
Cypress Asset Management
Texas
$359K +$338K +1,660 New