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Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$36.1K +$19K +549 +84%
KIA
302
Kraematon Investment Advisors
Massachusetts
$35.8K +$41.1K +1,190 New
CLOS
303
Compagnie Lombard Odier SCmA
Switzerland
$35K +$40.7K +1,178 New
AIM
304
Arcadia Investment Management
Michigan
$30.1K -$13.8K -400 -29%
GAAM
305
Guinness Atkinson Asset Management
California
$30.1K -$3.83K -111 -10%
AA
306
Ancora Advisors
Ohio
$30K
PTC
307
Private Trust Company
Ohio
$30K +$138 +4 +0.4%
QL
308
Quarry LP
New York
$25.2K +$28.9K +836 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$25K +$15.6K +452 +123%
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K
DCM
311
Dupont Capital Management
Delaware
$23K -$4.83K -140 -16%
AF
312
Allworth Financial
California
$22.4K +$16.3K +473 +174%
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$21K +$14.1K +407 +115%
TLA
314
Tanglewood Legacy Advisors
Texas
$20.2K +$23.1K +670 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$20K -$18.3K -530 -44%
SC
316
Solstein Capital
California
$19.9K
CFB
317
Cullen/Frost Bankers
Texas
$19K
SPIA
318
Steward Partners Investment Advisory
New York
$18.4K -$34.4K -997 -62%
CPG
319
Cornerstone Planning Group
New Jersey
$18.3K +$24.6K +713 New
HT
320
Headlands Technologies
Illinois
$18K +$20.7K +599 New
SWM
321
Spire Wealth Management
Virginia
$17K
PPC
322
Park Place Capital
Alabama
$17K +$19K +551 New
SIC
323
SJS Investment Consulting
Ohio
$14.7K +$35 +1 +0.2%
ASN
324
Advisory Services Network
Georgia
$13.6K +$15.5K +450 New
Baillie Gifford & Co
325
Baillie Gifford & Co
United Kingdom
$13.4K +$2.14K +62 +16%