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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
701
Becker Capital Management
Oregon
$208K -$39.6K -540 -16%
FIM
702
Freedom Investment Management
Connecticut
$208K -$900K -12,272 -82%
PCM
703
Prelude Capital Management
New York
$205K +$200K +2,727 New
DAS
704
Dynamic Advisor Solutions
Arizona
$201K +$195K +2,667 New
PWPS
705
Pinnacle Wealth Planning Services
Ohio
$200K +$195K +2,660 New
CCAM
706
Cascades Capital Asset Management
North Carolina
$200K +$195K +2,658 New
CPA
707
Capital Performance Advisors
California
$195K +$189K +2,584 New
PCM
708
Penserra Capital Management
California
$191K +$2.42K +33 +1%
C
709
Covestor
United Kingdom
$191K +$6.74K +92 +4%
IA
710
IFP Advisors
Florida
$191K -$26.5K -362 -13%
SG
711
Sienna Gestion
France
$185K
SIM
712
Sentry Investment Management
Wisconsin
$177K
MA
713
MCF Advisors
Kentucky
$176K
ZB
714
Zions Bancorporation
Utah
$175K +$22.2K +303 +15%
PFBT
715
Parkside Financial Bank & Trust
Missouri
$173K -$147 -2 -0.1%
SAM
716
Smartleaf Asset Management
Massachusetts
$172K -$55.6K -758 -25%
LSA
717
Leonteq Securities AG
Switzerland
$163K -$238K -3,253 -60%
AIM
718
Acropolis Investment Management
Missouri
$161K -$104K -1,416 -40%
T
719
TOBAM
France
$158K
BIC
720
Beach Investment Counsel
Pennsylvania
$152K
IAS
721
IMA Advisory Services
Colorado
$146K +$142K +1,944 New
HNB
722
Huntington National Bank
Ohio
$134K +$2.93K +40 +2%
HIIFS
723
Harel Insurance Investments & Financial Services
Israel
$133K +$11.2K +153 +9%
PA
724
PSI Advisors
Florida
$131K -$41.1K -561 -24%
CMBA
725
C.M. Bidwell & Associates
Hawaii
$124K -$234K -3,199 -66%