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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
901
Edge Wealth Management
New York
$513K – – –
CI
902
Cigna Investments
Connecticut
$513K +$166 +1 +0%
CGL
903
Clarius Group LLC
Washington
$512K +$11.5K +69 +2%
MAM
904
Martingale Asset Management
Massachusetts
$511K -$19.7M -118,389 -98%
CB
905
Community Bank
New York
$509K – – –
ACIM
906
Azimuth Capital Investment Management
Michigan
$505K +$14.1K +85 +3%
LWAC
907
Laurel Wealth Advisors (California)
California
$505K -$20.1K -121 -4%
PA
908
Parallel Advisors
California
$504K +$35.7K +215 +8%
AWM
909
Aries Wealth Management
Maine
$503K – – –
SFFS
910
Stonehage Fleming Financial Services
Jersey
$501K -$71.6K -431 -13%
KWM
911
Kingsview Wealth Management
Oregon
$500K -$402K -2,417 -46%
SAM
912
Silvercrest Asset Management
New York
$499K -$168K -1,009 -26%
HCA
913
Harbour Capital Advisors
Virginia
$499K -$11.6K -70 -2%
VAS
914
Vestmark Advisory Solutions
Massachusetts
$499K +$39.6K +238 +9%
CCG
915
Chatham Capital Group
Georgia
$496K -$149K -895 -24%
SIA
916
Strategic Investment Advisors
Michigan
$496K +$242K +1,457 +104%
MWM
917
Mission Wealth Management
California
$493K +$83.4K +502 +21%
SP
918
Symmetry Partners
Connecticut
$492K – – –
ABLA
919
Alan B. Lancz & Associates
Ohio
$490K – – –
S
920
swisspartners
Liechtenstein
$488K +$19.6K +118 +4%
CM
921
CastleKnight Management
New York
$485K -$432K -2,600 -48%
LWM
922
Lyell Wealth Management
California
$483K -$2.33K -14 -0.5%
CIM
923
CIM Investment Management
Pennsylvania
$482K -$12K -72 -3%
TC
924
Telemus Capital
Michigan
$482K -$334K -2,008 -44%
FFG
925
Fortem Financial Group
California
$481K -$8.47K -51 -2%
35 36
37
38 39