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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
526
Auxier Asset Management
Oregon
$235K +$210K +1,000 New
IAA
527
Independent Advisor Alliance
North Carolina
$233K
TWM
528
Thrive Wealth Management
Pennsylvania
$232K +$208K +987 New
SIC
529
Salem Investment Counselors
North Carolina
$232K
SF
530
Summit Financial
New Jersey
$227K +$203K +964 New
CAAS
531
Capital Asset Advisory Services
Michigan
$223K -$36.4K -173 -16%
CI Investments Inc
532
CI Investments Inc
Ontario, Canada
$222K +$5.05K +24 +3%
Capstone Investment Advisors
533
Capstone Investment Advisors
New York
$221K -$33K -157 -14%
MLFP
534
MPS Loria Financial Planners
Illinois
$220K +$197K +935 New
PFS
535
Prospera Financial Services
Texas
$219K +$195K +926 New
SC
536
Sepio Capital
Utah
$218K +$195K +925 New
PVM
537
Palogic Value Management
Texas
$217K +$194K +923 New
MA
538
MJP Associates
Connecticut
$217K +$194K +920 New
TCM
539
Teza Capital Management
Illinois
$216K +$193K +917 New
JWCA
540
J.W. Cole Advisors
Florida
$213K +$190K +904 New
UM
541
UniSuper Management
Australia
$212K +$189K +900 New
VFA
542
Valeo Financial Advisors
Indiana
$211K +$189K +896 New
VVP
543
Venture Visionary Partners
Ohio
$210K +$188K +893 New
IAN
544
Integrated Advisors Network
Texas
$209K +$187K +887 New
MWM
545
Modera Wealth Management
New Jersey
$204K +$183K +869 New
NIMI
546
Natixis Investment Managers International
France
$200K -$221K -1,050 -55%
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$196K +$26.3K +125 +18%
T
548
TOBAM
France
$191K
SIM
549
Sentry Investment Management
Wisconsin
$190K
PAM
550
Paradigm Asset Management
New York
$188K +$168K +800 New