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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
776
First Manhattan
New York
$227K
QI
777
QS Investors
New York
$227K +$230K +1,022 New
CG
778
Clarus Group
Texas
$226K +$193K +857 New
CWM
779
Centric Wealth Management
Illinois
$226K +$228K +1,016 New
CW
780
CreativeOne Wealth
Kansas
$225K +$228K +1,014 New
MGIM
781
M&G Investment Management
United Kingdom
$223K -$13K -58 -5%
FAM
782
Formidable Asset Management
Ohio
$223K +$226K +1,005 New
AO
783
Advisor OS
Illinois
$223K +$227K +1,011 New
AIS
784
AM Investment Strategies
Tennessee
$222K
KAM
785
Knightsbridge Asset Management
California
$222K
AWA
786
AmeriServ Wealth Advisors
Pennsylvania
$222K +$225K +1,000 New
IP
787
Intellectus Partners
California
$222K +$225K +1,000 New
SW
788
SlateStone Wealth
Florida
$222K +$225K +1,000 New
TA
789
Trivest Advisors
Hong Kong
$222K +$225K +1,000 New
AG
790
AlphaSimPlex Group
Massachusetts
$221K -$108K -482 -33%
VI
791
Vestcor Inc
New Brunswick, Canada
$221K
LCH
792
Lee Capital Holdings
New York
$219K -$943K -4,200 -81%
SFA
793
Sequoia Financial Advisors
Ohio
$218K -$321K -1,428 -59%
GLA
794
Great Lakes Advisors
Illinois
$215K +$8.76K +39 +4%
DWT
795
Dorsey & Whitney Trust
South Dakota
$215K +$216K +963 New
KCM
796
Karp Capital Management
California
$212K +$214K +952 New
B
797
Barings
North Carolina
$212K +$215K +955 New
DWM
798
Dorchester Wealth Management
Quebec, Canada
$212K +$215K +955 New
FP
799
Financial Perspectives
Minnesota
$212K +$2.02K +9 +1%
FRM
800
Fox Run Management
Connecticut
$211K +$213K +949 New