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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1601
Perennial Investment Advisors
California
$562K -$24.1K -71 -4%
WI
1602
WrapManager Inc
California
$562K -$97.3K -286 -15%
NAS
1603
Nicolet Advisory Services
Wisconsin
$562K -$93.2K -274 -14%
GIPW
1604
Granite Islands Private Wealth
Connecticut
$562K +$547K +1,608 New
Fred Alger Management
1605
Fred Alger Management
New York
$562K +$546K +1,605 New
AHC
1606
Adell Harriman & Carpenter
Texas
$560K -$374K -1,100 -41%
KCIC
1607
Kuhn & Co Investment Counsel
Illinois
$560K -$72.8K -214 -12%
PCM
1608
Polymer Capital Management
New York
$560K +$26.5K +78 +5%
AA
1609
Alta Advisers
United Kingdom
$559K -$190K -560 -26%
CIM
1610
Cambria Investment Management
California
$559K +$99.3K +292 +22%
GAB
1611
German American Bancorp
Indiana
$559K – – –
PA
1612
PFG Advisors
Arizona
$557K -$1.59M -4,673 -75%
TP
1613
TritonPoint Partners
Maryland
$556K +$540K +1,589 New
VWA
1614
Visionary Wealth Advisors
Illinois
$556K -$10.2K -30 -2%
RCM
1615
Riverpark Capital Management
New York
$555K – – –
IIM
1616
Ipswich Investment Management
Massachusetts
$554K -$31.6K -93 -6%
LGA
1617
Lebenthal Global Advisors
New York
$551K +$536K +1,575 New
WFI
1618
West Family Investments
California
$550K -$156K -458 -23%
WF
1619
WinCap Financial
Massachusetts
$548K -$44.6K -131 -8%
Nicholas Hoffman & Company
1620
Nicholas Hoffman & Company
Georgia
$548K -$18K -53 -3%
IDA
1621
Intelligence Driven Advisers
California
$547K -$37.8K -111 -7%
CFSG
1622
Clark Financial Services Group
Missouri
$546K -$2.72K -8 -0.5%
CFM
1623
Catalyst Funds Management
Australia
$546K +$531K +1,560 New
Aquatic Capital Management
1624
Aquatic Capital Management
Illinois
$546K -$10.4M -30,474 -95%
WKSWA
1625
White Knight Strategic Wealth Advisors
New Jersey
$545K +$530K +1,557 New