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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1001
Regent Investment Management
Kentucky
$463K
GKWIM
1002
Gerber Kawasaki Wealth & Investment Management
California
$463K +$54.4K +230 +14%
ACM
1003
Azimuth Capital Management
Michigan
$459K +$10.2K +43 +2%
GCC
1004
Guardian Capital (Canada)
Ontario, Canada
$458K +$109K +459 +32%
BHIA
1005
Birch Hill Investment Advisors
Massachusetts
$457K -$11.8K -50 -3%
LCM
1006
Landscape Capital Management
New Jersey
$456K +$443K +1,871 New
BMC
1007
Beaton Management Company
Massachusetts
$453K -$9.46K -40 -2%
CF
1008
Copperwynd Financial
Arizona
$449K +$435K +1,840 New
BCM
1009
BlueCrest Capital Management
Jersey
$448K -$162K -683 -27%
KWA
1010
KCS Wealth Advisory
California
$447K -$55.8K -236 -11%
EWM
1011
Endurance Wealth Management
Rhode Island
$447K
CSIC
1012
Clifford Swan Investment Counsel
California
$446K
OWA
1013
One Wealth Advisors
California
$445K +$946 +4 +0.2%
RMCM
1014
Reynders McVeigh Capital Management
Massachusetts
$444K +$31.9K +135 +8%
JFA
1015
Johanson Financial Advisors
California
$443K +$38.6K +163 +10%
SFG
1016
StrategIQ Financial Group
Indiana
$442K +$5.68K +24 +1%
TCOT
1017
Trust Company of Toledo
Ohio
$439K
LOAMS
1018
Lombard Odier Asset Management (Switzerland)
Switzerland
$437K -$463K -1,958 -52%
GT
1019
Glenview Trust
Kentucky
$436K -$18.7K -79 -4%
CAW
1020
Cornerstone Advisors (Washington)
Washington
$435K +$166K +703 +65%
CFA
1021
Carroll Financial Associates
North Carolina
$433K -$4.49K -19 -1%
VCA
1022
Verdence Capital Advisors
Maryland
$431K -$32.2K -136 -7%
WCM
1023
Windward Capital Management
California
$424K -$3.79K -16 -0.9%
AF
1024
Allworth Financial
California
$423K -$5.44K -23 -1%
FAM
1025
Foresters Asset Management
Ontario, Canada
$417K