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Name Holding Trade Value Shares
Change
Change in
Stake
TDC
526
Thompson Davis & Co
Virginia
$307K +$272K +3,410 New
DWT
527
Dorsey & Whitney Trust
South Dakota
$301K +$160 +2 +0.1%
OF
528
Optimize Financial
California
$300K +$266K +3,335 New
Envestnet Portfolio Solutions
529
Envestnet Portfolio Solutions
Illinois
$300K +$266K +3,334 New
SS
530
Sunbelt Securities
Texas
$298K
KIA
531
Knollwood Investment Advisory
Maryland
$297K
PL
532
Perpetual Ltd
Australia
$297K +$263K +3,298 New
PA
533
Pinnacle Associates
New York
$293K -$344K -4,309 -57%
TLCM
534
Twin Lakes Capital Management
California
$291K
PI
535
PFG Investments
New York
$290K -$300K -3,752 -54%
SFG
536
Sovereign Financial Group
Connecticut
$289K -$101K -1,268 -28%
KCP
537
Kera Capital Partners
California
$287K +$255K +3,191 New
FRA
538
Frank Rimerman Advisors
California
$285K +$253K +3,174 New
Mackenzie Financial
539
Mackenzie Financial
Ontario, Canada
$283K -$4.06M -50,884 -94%
CIAM
540
Caitong International Asset Management
Hong Kong
$281K +$249K +3,124 New
BP
541
Ballentine Partners
Massachusetts
$278K +$247K +3,088 New
UCFA
542
United Capital Financial Advisors
Texas
$276K -$23.1K -289 -9%
FIM
543
Freedom Investment Management
Connecticut
$273K -$16.5K -207 -6%
AP
544
Adero Partners
California
$272K +$241K +3,019 New
KJHP
545
K.J. Harrison & Partners
Ontario, Canada
$271K +$240K +3,000 New
VSQM
546
V-Square Quantitative Management
Illinois
$270K -$1.2K -15 -0.5%
MMPW
547
Mitchell McLeod Pugh & Williams
Alabama
$269K +$239K +2,991 New
CA
548
Claro Advisors
Massachusetts
$266K -$66.4K -831 -22%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$263K +$234K +2,929 New
OL
550
Optas LLC
Texas
$258K +$229K +2,869 New