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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
576
D.A. Davidson & Co
Montana
$407K -$172K -966 -31%
WAM
577
Wealthspire Advisors (Maryland)
Maryland
$403K +$178 +1 +0%
UAS
578
United Asset Strategies
New York
$403K +$384K +2,155 New
BFM
579
Boston Financial Management
Massachusetts
$397K -$1.48M -8,321 -80%
LWM
580
Lyell Wealth Management
California
$396K – – –
PM
581
Parametrica Management
Hong Kong
$394K +$375K +2,108 New
NME
582
Notis-McConarty Edward
$393K – – –
WTB
583
Washington Trust Bank
Washington
$393K +$232K +1,305 +164%
SCM
584
Shelton Capital Management
Colorado
$389K – – –
QIM
585
Quest Investment Management
Oregon
$387K -$53.4K -300 -13%
SSWM
586
Sheets Smith Wealth Management
North Carolina
$385K +$366K +2,057 New
1832 Asset Management
587
1832 Asset Management
Ontario, Canada
$384K +$262K +1,470 +234%
CIA
588
Choate Investment Advisors
Massachusetts
$383K +$534 +3 +0.1%
PTC
589
Private Trust Company
Ohio
$383K -$151K -846 -29%
IIM
590
Intact Investment Management
Quebec, Canada
$374K -$392K -2,200 -52%
MRCM
591
M&R Capital Management
New Jersey
$370K – – –
CT
592
Chicago Trust
Illinois
$366K -$232K -1,302 -40%
HCM
593
Howland Capital Management
Massachusetts
$366K -$27.6K -155 -7%
DTL
594
Dynamic Technology Lab
Singapore
$365K -$855K -4,802 -71%
HPC
595
HM Payson & Co
Maine
$363K – – –
CSS
596
Cubist Systematic Strategies
Connecticut
$362K -$697K -3,913 -67%
CT
597
Cambridge Trust
Massachusetts
$357K – – –
PCM
598
Prelude Capital Management
New York
$356K +$102K +571 +43%
Fuller & Thaler Asset Management
599
Fuller & Thaler Asset Management
California
$355K +$35.6K +200 +12%
IA
600
IFP Advisors
Florida
$353K -$73K -410 -18%