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Name Holding Trade Value Shares
Change
Change in
Stake
FPF
801
First Pacific Financial
Washington
$760K +$216K +1,014 +40%
EWM
802
Elmwood Wealth Management
California
$759K +$754K +3,546 New
CCP
803
Corient Capital Partners
California
$754K +$44K +207 +6%
PAMP
804
Polar Asset Management Partners
Ontario, Canada
$744K +$212K +998 +40%
GWAM
805
Guardian Wealth Advisors (Minnesota)
Minnesota
$741K -$31.7K -149 -4%
JFGLC
806
Johnson Financial Group LLC (Colorado)
Colorado
$741K +$736K +3,461 New
P
807
Pitcairn
Pennsylvania
$738K +$36.4K +171 +5%
CI
808
Conning Inc
Connecticut
$734K -$61.7K -290 -8%
CSPAM
809
Cary Street Partners Asset Management
Virginia
$730K +$42.6K +200 +6%
TC
810
Telemus Capital
Michigan
$727K -$40.4K -190 -5%
PA
811
Parallel Advisors
California
$726K +$14.9K +70 +2%
FTDI
812
First Trust Direct Indexing
Massachusetts
$720K +$40.9K +192 +6%
AIC
813
Argus Investors Counsel
New York
$711K -$54.7K -257 -7%
CG
814
Caprock Group
Idaho
$707K +$21.3K +100 +3%
WP
815
WMS Partners
Maryland
$704K
OPCM
816
Osborne Partners Capital Management
California
$702K -$2.56M -12,025 -79%
SG
817
Somerset Group
Minnesota
$701K
YIH
818
Y-Intercept (HK)
Hong Kong
$700K +$194K +914 +39%
CFA
819
Cahill Financial Advisors
Minnesota
$698K +$29.1K +137 +4%
FMBTD
820
First Midwest Bank Trust Division
Illinois
$696K -$12.3K -58 -2%
GDP
821
Great Diamond Partners
Maine
$694K +$11.1K +52 +2%
ZB
822
Zions Bancorporation
Utah
$693K +$87.9K +413 +15%
MIM
823
Meridiem Investment Management
United Kingdom
$692K -$13.8K -65 -2%
LOAMS
824
Lombard Odier Asset Management (Switzerland)
Switzerland
$687K +$683K +3,209 New
F
825
F3Logic
Minnesota
$684K -$1.58M -7,404 -69%