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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
401
Intact Investment Management
Quebec, Canada
$426K +$482K +5,300 New
SBH
402
Segall Bryant & Hamill
Illinois
$424K
SP
403
Symmetry Partners
Connecticut
$417K +$39.7K +436 +9%
AWM
404
Aries Wealth Management
Maine
$415K
FT
405
Fiduciary Trust
Massachusetts
$405K -$123K -1,350 -21%
WAM
406
Westport Asset Management
Connecticut
$402K
WCM
407
Whitener Capital Management
North Carolina
$397K -$90.6K -995 -17%
CW
408
Connectus Wealth
Ohio
$393K
BRWA
409
B. Riley Wealth Advisors
Florida
$393K +$2.28K +25 +0.5%
PP
410
PDT Partners
New York
$379K +$430K +4,721 New
PI
411
PGGM Investments
Netherlands
$377K +$427K +4,695 New
OWM
412
Opes Wealth Management
California
$376K +$11.7K +128 +3%
SW
413
SVB Wealth
Massachusetts
$375K +$139K +1,525 +48%
BFEC
414
Benjamin F. Edwards & Company
Missouri
$371K +$13.3K +146 +3%
DADC
415
D.A. Davidson & Co
Montana
$371K +$101K +1,110 +32%
CIBC World Market
416
CIBC World Market
Ontario, Canada
$370K -$192K -2,112 -31%
MIM
417
MTM Investment Management
South Carolina
$368K +$20.5K +225 +5%
AIM
418
Anchor Investment Management
South Carolina
$363K -$4.55K -50 -1%
CAM
419
Cubic Asset Management
Massachusetts
$357K +$405K +4,450 New
DGAM
420
Desjardins Global Asset Management
Quebec, Canada
$356K -$12.9K -142 -3%
BTWM
421
Baker Tilly Wealth Management
Wisconsin
$356K -$12.8K -141 -3%
PTP
422
Platform Technology Partners
New York
$353K
TIA
423
Tandem Investment Advisors
South Carolina
$351K +$58.2K +639 +17%
ECM
424
Element Capital Management
New York
$347K
XT
425
XTX Topco
Cayman Islands
$347K +$393K +4,322 New