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Name Holding Trade Value Shares
Change
Change in
Stake
QVT
551
Quantitative Value Technologies
Kansas
$335K +$307K +2,837 New
LSAG
552
Lake Street Advisors Group
New Hampshire
$330K +$1.62K +15 +0.5%
IC
553
IEQ Capital
California
$330K +$302K +2,792 New
Rafferty Asset Management
554
Rafferty Asset Management
New York
$328K +$38.6K +357 +15%
UBV
555
United Bank (Virginia)
Virginia
$326K -$1.29M -11,898 -81%
AAS
556
Avantax Advisory Services
Texas
$326K +$38.3K +354 +15%
MCM
557
MAI Capital Management
Ohio
$325K +$2.71K +25 +0.9%
VI
558
Vestcor Inc
New Brunswick, Canada
$323K -$6.71K -62 -2%
WI
559
WrapManager Inc
California
$322K +$5.63K +52 +2%
EWM
560
Empirical Wealth Management
Washington
$322K +$295K +2,725 New
MYIA
561
Mount Yale Investment Advisors
Colorado
$318K -$14.3K -132 -5%
CQS
562
Credential Qtrade Securities
$316K +$23.6K +218 +9%
AIM
563
Anchor Investment Management
South Carolina
$315K -$2.81K -26 -1%
CIA
564
Capital Investment Advisors
Georgia
$314K -$37.9K -350 -12%
MYAM
565
Meiji Yasuda Asset Management
Japan
$311K +$285K +2,634 New
Rockefeller Capital Management
566
Rockefeller Capital Management
New York
$310K +$210K +1,942 +283%
CIC
567
Cutler Investment Counsel
Oregon
$304K
DCM
568
Dupont Capital Management
Delaware
$298K -$83.9K -775 -23%
BG
569
Bollard Group
Massachusetts
$298K +$108 +1 +0%
ACA
570
Atlas Capital Advisors
Wyoming
$297K -$22.1K -204 -7%
TWA
571
TCI Wealth Advisors
Arizona
$297K -$143K -1,321 -34%
PFM
572
Parsec Financial Management
North Carolina
$296K
GCIA
573
Gabelli & Co Investment Advisers
New York
$295K +$271K +2,500 New
PSUF
574
People's United Financial
Connecticut
$293K -$16.9K -156 -6%
OWP
575
Obermeyer Wealth Partners
Colorado
$292K +$267K +2,469 New