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Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Parallel Advisors
California
$350K +$17K +548 +5%
LC
552
Lunia Capital
Texas
$350K +$329K +10,612 New
TI
553
Tidal Investments
Wisconsin
$350K +$329K +10,620 New
SICM
554
Sustainable Insight Capital Management
New York
$346K -$1.84M -59,504 -85%
YWP
555
YorkBridge Wealth Partners
New York
$343K +$3.84K +124 +1%
MSA
556
Marino Stram & Associates
Massachusetts
$343K +$323K +10,412 New
KPWS
557
Kestra Private Wealth Services
Texas
$342K +$30.1K +972 +10%
JIC
558
Johnson Investment Counsel
Ohio
$341K +$372 +12 +0.1%
UB
559
UMB Bank
Missouri
$336K
YIA
560
YHB Investment Advisors
Connecticut
$333K
NFG
561
Next Financial Group
Texas
$330K -$3.1K -100 -1%
PA
562
Pinnacle Associates
New York
$330K
EWA
563
Encompass Wealth Advisors
Oregon
$329K
WG
564
Winton Group
United Kingdom
$323K -$161K -5,192 -35%
MPCG
565
Matrix Private Capital Group
New York
$319K +$5.21K +168 +2%
AIL
566
AGF Investments LLC
Ontario, Canada
$318K -$5.95K -192 -2%
RMDI
567
R.M. Davis Inc
Maine
$316K -$18.6K -600 -6%
CCA
568
Checchi Capital Advisers
California
$313K +$16.1K +520 +6%
QI
569
QS Investors
New York
$311K -$1.74K -56 -0.6%
CMBA
570
C.M. Bidwell & Associates
Hawaii
$308K +$262K +8,460 +970%
MCM
571
Marathon Capital Management
Maryland
$306K
CI
572
Conning Inc
Connecticut
$303K -$30.6K -988 -10%
NB
573
Nicolet Bankshares
Wisconsin
$301K
GLA
574
Great Lakes Advisors
Illinois
$298K -$79.4K -2,560 -22%
CNC
575
Canandaigua National Corp
New York
$297K -$25.5K -824 -8%