Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
576
Lido Advisors
California
$973K +$944 +4 +0.1%
BP
577
BBR Partners
New York
$973K – – –
PIM
578
Plato Investment Management
Australia
$972K – – –
William Blair & Company
579
William Blair & Company
Illinois
$958K -$6.84K -29 -0.7%
HWM
580
HB Wealth Management
Georgia
$951K +$9.91K +42 +1%
CHAM
581
Clear Harbor Asset Management
Connecticut
$941K +$11.8K +50 +1%
PAS
582
Park Avenue Securities
New York
$939K +$475K +2,014 +103%
BMCM
583
Burns Matteson Capital Management
New York
$921K -$22.9K -97 -2%
BFG
584
Beacon Financial Group
Texas
$898K +$4.96K +21 +0.6%
BAM
585
Blueshift Asset Management
New Jersey
$881K +$305K +1,290 +53%
FCBT
586
First Citizens Bank & Trust
North Carolina
$878K -$17.2K -73 -2%
DCM
587
Dimension Capital Management
Florida
$873K – – –
ACM
588
Allred Capital Management
Texas
$865K +$46K +195 +6%
Capstone Investment Advisors
589
Capstone Investment Advisors
New York
$864K -$177K -750 -17%
FLPIM
590
F.L. Putnam Investment Management
Massachusetts
$863K +$1.65K +7 +0.2%
KFA
591
Kelleher Financial Advisors
New York
$858K – – –
HKIMG
592
Hutchens & Kramer Investment Management Group
Indiana
$856K -$131K -557 -13%
UCB
593
United Community Bank
South Carolina
$856K -$15.3K -65 -2%
PP
594
PDT Partners
New York
$853K +$850K +3,600 New
OTL
595
Oak Thistle LLC
New York
$846K +$276K +1,168 +49%
UCFA
596
United Capital Financial Advisors
Texas
$844K +$80K +339 +11%
NS
597
NBC Securities
Alabama
$844K -$472 -2 -0.1%
BIM
598
Baldwin Investment Management
Pennsylvania
$841K +$66.1K +280 +9%
GM
599
GeoWealth Management
Illinois
$833K +$129K +546 +18%
CUAMC
600
China Universal Asset Management Company
China
$829K +$806K +3,416 +4,067%