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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
626
Telos Capital Management
California
$369K +$344K +2,030 New
PA
627
Profund Advisors
Maryland
$368K +$12.6K +74 +4%
IP
628
Innovative Portfolios
Indiana
$364K
AAP
629
Aristotle Atlantic Partners
Florida
$363K
BFPW
630
BOK Financial Private Wealth
Colorado
$362K +$15.3K +90 +5%
Cetera Investment Advisers
631
Cetera Investment Advisers
Illinois
$360K +$1.53K +9 +0.5%
RP
632
Riverwater Partners
Wisconsin
$358K +$335K +1,974 New
BCM
633
Bayesian Capital Management
New York
$355K -$703K -4,144 -68%
SPC
634
Stewart & Patten Company
California
$354K
WB
635
Webster Bank
Connecticut
$345K
PA
636
Parallel Advisors
California
$343K +$8.48K +50 +3%
EM
637
Excalibur Management
Massachusetts
$340K -$1.19K -7 -0.4%
MKC
638
M. Kraus & Co
Vermont
$339K
PTC
639
Private Trust Company
Ohio
$338K -$1.7K -10 -0.5%
IC
640
IEQ Capital
California
$338K +$9.5K +56 +3%
BBNA
641
Bremer Bank National Association
Minnesota
$337K
EGA
642
Eagle Global Advisors
Texas
$335K
FDS
643
Freedom Day Solutions
Texas
$334K -$41.4K -244 -12%
B
644
Bailard
California
$334K -$5.09K -30 -2%
PCM
645
Parsons Capital Management
Rhode Island
$334K
BOPW
646
Brandywine Oak Private Wealth
Pennsylvania
$333K -$15.4K -91 -5%
AAM
647
Advisors Asset Management
Colorado
$333K +$79.8K +470 +34%
IWC
648
Integrated Wealth Concepts
Massachusetts
$332K +$2.54K +15 +0.8%
SPC
649
Sigma Planning Corp
Michigan
$332K +$4.07K +24 +1%
CCMG
650
Clark Capital Management Group
Pennsylvania
$328K +$306K +1,805 New