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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$615K -$352K -1,211 -39%
AssetMark Inc
602
AssetMark Inc
California
$603K +$142K +488 +36%
FMAEN1
603
Fund Management at Engine No 1
California
$592K +$529K +1,818 New
TCM
604
Teza Capital Management
Illinois
$590K -$616K -2,118 -54%
Wolverine Trading
605
Wolverine Trading
Illinois
$587K -$1.49M -5,122 -74%
PWPS
606
Pinnacle Wealth Planning Services
Ohio
$583K +$73.6K +253 +16%
TWC
607
TD Waterhouse Canada
Ontario, Canada
$581K +$47.4K +163 +10%
LA
608
LVW Advisors
New York
$580K -$36.9K -127 -7%
VFA
609
Valeo Financial Advisors
Indiana
$580K +$23.6K +81 +5%
GLA
610
Great Lakes Advisors
Illinois
$571K +$6.69K +23 +1%
PFS
611
Prospera Financial Services
Texas
$571K +$79.7K +274 +19%
WS
612
Wedbush Securities
California
$564K +$37.2K +128 +8%
S
613
SimplyRich
California
$557K
GA
614
Greenspring Advisors
Maryland
$555K
NCMW
615
Northern Capital Management (Washington)
Washington
$550K
STA
616
Summit Trail Advisors
New York
$547K +$186K +639 +61%
Assenagon Asset Management
617
Assenagon Asset Management
Luxembourg
$542K -$11.9K -41 -2%
SC
618
Saturna Capital
Washington
$542K
AW
619
ACG Wealth
Georgia
$541K +$483K +1,660 New
CPO
620
Cerity Partners OCIO
New York
$539K
NW
621
NewEdge Wealth
Pennsylvania
$539K +$220K +757 +84%
SFA
622
Sequoia Financial Advisors
Ohio
$531K +$273K +937 +135%
Parallax Volatility Advisers
623
Parallax Volatility Advisers
California
$527K -$566K -1,947 -55%
FANJ
624
Financial Architects (New Jersey)
New Jersey
$527K +$471K +1,618 New
SIM
625
Sentry Investment Management
Wisconsin
$518K -$157K -540 -25%