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Illumina

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
701
Capital Planning Advisors
California
$225K +$237K +1,145 New
PA
702
Procyon Advisors
Connecticut
$225K +$237K +1,144 New
GA
703
Greytown Advisors
Florida
$225K – – –
VC
704
Vestor Capital
Illinois
$224K +$8.08K +39 +4%
CCM
705
Cribstone Capital Management
Maine
$222K – – –
SWA
706
Sutton Wealth Advisors
Florida
$220K -$1.04K -5 -0.4%
CI Investments Inc
707
CI Investments Inc
Ontario, Canada
$220K +$124K +597 +115%
CI
708
Conning Inc
Connecticut
$218K -$829 -4 -0.4%
RWA
709
Ropes Wealth Advisors
Massachusetts
$217K -$47K -227 -17%
LIM
710
Leavell Investment Management
Alabama
$217K -$47.9K -231 -17%
GKWIM
711
Gerber Kawasaki Wealth & Investment Management
California
$217K -$14.5K -70 -6%
Hirtle Callaghan & Co
712
Hirtle Callaghan & Co
Pennsylvania
$215K – – –
SM
713
STF Management
Texas
$214K +$225K +1,086 New
SIM
714
Sentry Investment Management
Wisconsin
$209K +$5.59K +27 +3%
PMFA
715
Plante Moran Financial Advisors
Michigan
$209K – – –
DZ Bank
716
DZ Bank
Germany
$208K -$13.3M -64,259 -98%
MWM
717
Mission Wealth Management
California
$208K -$14.7K -71 -6%
GWM
718
GSB Wealth Management
Connecticut
$205K +$216K +1,043 New
D.A. Davidson & Co
719
D.A. Davidson & Co
Montana
$204K -$83.3K -402 -28%
VF
720
VitalStone Financial
Texas
$203K +$213K +1,028 New
LCC
721
Lincoln Capital Corp
Rhode Island
$202K +$213K +1,028 New
ADBIC
722
A.D. Beadell Investment Counsel
Wisconsin
$202K +$213K +1,030 New
CG
723
Cutler Group
California
$201K -$50.4K -243 -19%
HWMA
724
Heritage Wealth Management (Arizona)
Arizona
$200K +$105K +508 +100%
Bank Julius Baer & Co
725
Bank Julius Baer & Co
Switzerland
$191K -$47.9K -231 -19%