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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
401
NorthCrest Asset Manangement
Minnesota
$689K -$37.2K -270 -5%
Valeo Financial Advisors
402
Valeo Financial Advisors
Indiana
$677K -$275 -2 -0%
LA
403
Lifeworks Advisors
Michigan
$674K -$3.03K -22 -0.4%
Sequoia Financial Advisors
404
Sequoia Financial Advisors
Ohio
$673K -$112K -815 -14%
MAM
405
Meeder Asset Management
Ohio
$663K +$685K +4,979 New
Huntington National Bank
406
Huntington National Bank
Ohio
$662K -$31.1K -226 -4%
Armistice Capital
407
Armistice Capital
New York
$652K -$53.8K -391 -7%
FTDI
408
First Trust Direct Indexing
Massachusetts
$652K +$58.2K +423 +9%
Raymond James Trust
409
Raymond James Trust
Florida
$649K +$82.5K +599 +14%
HW
410
Hedeker Wealth
Illinois
$643K -$1.34M -9,705 -67%
B. Metzler seel. Sohn & Co
411
B. Metzler seel. Sohn & Co
Germany
$642K -$7.16K -52 -1%
Alberta Investment Management Corp (AIMCo)
412
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$639K – – –
Advisory Services Network
413
Advisory Services Network
Georgia
$629K -$12.4K -90 -2%
CWM
414
Chemistry Wealth Management
New York
$625K +$90.9K +660 +16%
Independent Advisor Alliance
415
Independent Advisor Alliance
North Carolina
$621K -$46.9K -341 -7%
D.A. Davidson & Co
416
D.A. Davidson & Co
Montana
$619K +$217K +1,573 +51%
RCA
417
Resonant Capital Advisors
Wisconsin
$610K +$1.51K +11 +0.2%
FNBSF
418
First National Bank Sioux Falls
South Dakota
$608K – – –
Intact Investment Management
419
Intact Investment Management
Quebec, Canada
$599K -$68.8K -500 -10%
Laird Norton Wetherby Wealth Management
420
Laird Norton Wetherby Wealth Management
California
$596K -$551 -4 -0.1%
FRM
421
Fox Run Management
Connecticut
$588K +$608K +4,413 New
WCM
422
Weik Capital Management
Pennsylvania
$581K -$20.6K -150 -3%
Summit Trail Advisors
423
Summit Trail Advisors
New York
$580K +$194K +1,412 +48%
Readystate Asset Management
424
Readystate Asset Management
Illinois
$574K +$593K +4,310 New
Lincoln National Corp
425
Lincoln National Corp
Pennsylvania
$567K -$11.7K -85 -2%