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Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
376
Hunter Associates Investment Management
Pennsylvania
$552K – – –
GT
377
Greenleaf Trust
Michigan
$551K +$35.6K +914 +9%
DO
378
denkapparat Operations
Germany
$546K +$50.7K +1,300 +13%
SI
379
Stephens Inc
Arkansas
$545K -$66.5K -1,707 -14%
EWA
380
EP Wealth Advisors
California
$544K +$89.5K +2,297 +27%
CCM
381
Coldstream Capital Management
Washington
$533K -$53.5K -1,372 -11%
IWC
382
Integrated Wealth Concepts
Massachusetts
$524K -$92.7K -2,378 -18%
William Blair Investment Management
383
William Blair Investment Management
Illinois
$522K -$86K -2,207 -17%
AF
384
Allworth Financial
California
$521K -$37.5K -963 -8%
WI
385
Wahed Invest
New York
$517K +$17.3K +444 +4%
WWM
386
Whalen Wealth Management
Nevada
$517K -$22.2K -570 -5%
AA
387
ALPS Advisors
Colorado
$515K +$4.87K +125 +1%
Lido Advisors
388
Lido Advisors
California
$515K +$85.3K +2,189 +27%
VCM
389
Voleon Capital Management
California
$513K +$400K +10,273 New
BFO
390
Boston Family Office
Massachusetts
$510K – – –
CL
391
Choreo LLC
Illinois
$506K -$99.2K -2,545 -20%
GRP
392
Global Retirement Partners
California
$504K +$393K +10,098 New
PCM
393
PAR Capital Management
Massachusetts
$495K – – –
S
394
SignatureFD
Georgia
$494K -$13.8K -355 -3%
PCMH
395
Polymer Capital Management (HK)
Hong Kong
$492K +$384K +9,865 New
DADC
396
D.A. Davidson & Co
Montana
$489K +$382K +9,797 New
PA
397
Probity Advisors
Texas
$484K +$57.7K +1,482 +18%
BPA
398
Beacon Pointe Advisors
California
$479K +$20.1K +516 +6%
SI
399
Sapience Investments
California
$479K -$49.6K -1,272 -12%
CTC
400
Cetera Trust Company
Minnesota
$479K – – –