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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
901
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$518K -$171K -1,032 -26%
EWM
902
Edge Wealth Management
New York
$513K – – –
CI
903
Cigna Investments
Connecticut
$513K +$166 +1 +0%
CGL
904
Clarius Group LLC
Washington
$512K +$11.5K +69 +2%
MAM
905
Martingale Asset Management
Massachusetts
$511K -$19.7M -118,389 -98%
CB
906
Community Bank
New York
$509K – – –
ACIM
907
Azimuth Capital Investment Management
Michigan
$505K +$14.1K +85 +3%
LWAC
908
Laurel Wealth Advisors (California)
California
$505K -$20.1K -121 -4%
PA
909
Parallel Advisors
California
$504K +$35.7K +215 +8%
AWM
910
Aries Wealth Management
Maine
$503K – – –
SFFS
911
Stonehage Fleming Financial Services
Jersey
$501K -$71.6K -431 -13%
KWM
912
Kingsview Wealth Management
Oregon
$500K -$402K -2,417 -46%
SAM
913
Silvercrest Asset Management
New York
$499K -$168K -1,009 -26%
HCA
914
Harbour Capital Advisors
Virginia
$499K -$11.6K -70 -2%
VAS
915
Vestmark Advisory Solutions
Massachusetts
$499K +$39.6K +238 +9%
CCG
916
Chatham Capital Group
Georgia
$496K -$149K -895 -24%
SIA
917
Strategic Investment Advisors
Michigan
$496K +$242K +1,457 +104%
MWM
918
Mission Wealth Management
California
$493K +$83.4K +502 +21%
SP
919
Symmetry Partners
Connecticut
$492K – – –
ABLA
920
Alan B. Lancz & Associates
Ohio
$490K – – –
S
921
swisspartners
Liechtenstein
$488K +$19.6K +118 +4%
CM
922
CastleKnight Management
New York
$485K -$432K -2,600 -48%
LWM
923
Lyell Wealth Management
California
$483K -$2.33K -14 -0.5%
CIM
924
CIM Investment Management
Pennsylvania
$482K -$12K -72 -3%
TC
925
Telemus Capital
Michigan
$482K -$334K -2,008 -44%
35 36
37
38 39