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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Cypress Asset Management
Texas
$242K -$9.9K -8 -4%
LOAMS
602
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K +$213K +172 New
PI
603
Putnam Investments
Massachusetts
$240K -$426K -344 -67%
LNB
604
Ledyard National Bank
$239K -$12.4K -10 -6%
MSFS
605
Main Street Financial Solutions
Pennsylvania
$239K
HWMA
606
Heritage Wealth Management (Arizona)
Arizona
$239K +$210K +170 New
IC
607
IEQ Capital
California
$239K +$210K +170 New
FMT
608
First Mercantile Trust
Tennessee
$238K -$3.71K -3 -2%
CPC
609
Consolidated Planning Corp
Georgia
$238K
CT
610
Cambridge Trust
Massachusetts
$233K -$28.5K -23 -12%
BDF
611
Balasa Dinverno & Foltz
$233K +$206K +166 New
ICM
612
IMS Capital Management
Oregon
$230K +$203K +164 New
BCM
613
Birch Capital Management
Texas
$229K
OPS
614
Orion Portfolio Solutions
Nebraska
$229K +$202K +163 New
TMAM
615
Tokio Marine Asset Management
Japan
$229K +$202K +163 New
TSS
616
Two Sigma Securities
New York
$225K -$142K -115 -42%
CC
617
Centiva Capital
New York
$219K +$193K +156 New
LCM
618
LCM Capital Management
Illinois
$216K -$24.8K -20 -11%
RPWA
619
Regent Peak Wealth Advisors
Georgia
$216K +$2.48K +2 +1%
IA
620
IFP Advisors
Florida
$215K -$8.67K -7 -4%
SCM
621
Shelton Capital Management
Colorado
$212K +$187K +151 New
BFEC
622
Benjamin F. Edwards & Company
Missouri
$211K -$248K -200 -57%
SVWAG
623
Sound View Wealth Advisors Group
Georgia
$211K +$186K +150 New
SACTSONJ
624
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$211K +$186K +150 New
ST
625
Spinnaker Trust
Maine
$210K +$187K +151 New