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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Chesapeake Wealth Management
Virginia
$700K +$664K +7,656 New
AWM
377
Avitas Wealth Management
California
$685K +$651K +7,500 New
QT
378
Quantamental Technologies
New York
$679K +$60.7K +699 +10%
DLA
379
Douglas Lane & Associates
New York
$676K -$34.7K -400 -5%
WCM
380
Whitener Capital Management
North Carolina
$668K +$28.2K +325 +5%
SCI
381
S&CO Inc
Massachusetts
$667K – – –
AJ
382
Ashburton (Jersey)
Jersey
$661K +$75.5K +870 +14%
ED
383
Exane Derivatives
France
$643K -$199K -2,295 -25%
MC
384
Montag & Caldwell
Georgia
$642K +$39.4K +454 +7%
HMS
385
Hanseatic Management Services
New Mexico
$631K +$599K +6,905 New
OWM
386
Opes Wealth Management
California
$620K +$32.7K +377 +6%
ECM
387
Everence Capital Management
Indiana
$613K – – –
Commonwealth Equity Services
388
Commonwealth Equity Services
Massachusetts
$604K -$19K -219 -3%
KeyBank National Association
389
KeyBank National Association
Ohio
$604K +$220K +2,530 +62%
CG
390
Cutler Group
California
$592K +$563K +6,485 New
V
391
Veritable
Delaware
$590K +$35.7K +411 +7%
LIA
392
LS Investment Advisors
Michigan
$576K +$13.1K +151 +2%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$574K +$5.03K +58 +0.9%
SBH
394
Segall Bryant & Hamill
Illinois
$573K – – –
TAM
395
Tiverton Asset Management
Delaware
$572K – – –
GC
396
Garde Capital
Washington
$555K – – –
BIAS
397
Beacon Investment Advisory Services
New Jersey
$525K -$3.47K -40 -0.7%
QC
398
Quadrature Capital
United Kingdom
$509K -$362K -4,175 -43%
PCM
399
Parsons Capital Management
Rhode Island
$507K -$4.34K -50 -0.9%
AP
400
Appleton Partners
Massachusetts
$506K +$6.68K +77 +1%