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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
701
CI Investments Inc
Ontario, Canada
$308K +$35.9K +352 +12%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$306K -$12.7K -124 -4%
BWP
703
Baldwin Wealth Partners
Massachusetts
$303K – – –
CWM
704
Chesapeake Wealth Management
Virginia
$303K – – –
PP
705
Patron Partners
Texas
$302K +$1.63K +16 +0.5%
DAM
706
Derbend Asset Management
Georgia
$300K – – –
OMC
707
Old Mission Capital
Illinois
$300K +$316K +3,092 New
WA
708
Wambolt & Associates
Colorado
$298K – – –
NAS
709
Nicolet Advisory Services
Wisconsin
$297K – – –
CCIA
710
Campbell & Co Investment Adviser
Maryland
$297K +$313K +3,064 New
HWM
711
HB Wealth Management
Georgia
$295K +$311K +3,044 New
CM
712
Castleark Management
Illinois
$287K – – –
AF
713
Advisornet Financial
Minnesota
$287K +$22.9K +224 +8%
WFA
714
Wipfli Financial Advisors
Wisconsin
$285K +$300K +2,936 New
CT
715
Cambridge Trust
Massachusetts
$283K +$7.35K +72 +3%
PGA
716
Portland Global Advisors
Maine
$278K – – –
BPM
717
Bowling Portfolio Management
Ohio
$277K – – –
RJT
718
Raymond James Trust
Florida
$277K – – –
AIM
719
Arcadia Investment Management
Michigan
$272K – – –
AG
720
AIA Group
Hong Kong
$269K -$174K -1,708 -38%
EFG
721
Everhart Financial Group
Ohio
$269K +$36.4K +356 +15%
APA
722
Astoria Portfolio Advisors
New York
$268K +$53.1K +520 +23%
SAM
723
Sompo Asset Management
Japan
$267K +$282K +2,760 New
FFBTD
724
First Financial Bank - Trust Division
Ohio
$266K -$13.1K -128 -4%
XT
725
XTX Topco
Cayman Islands
$264K +$278K +2,720 New