Name Holding Trade Value Shares
Change
Change in
Stake
LWM
651
Lyell Wealth Management
California
$367K -$411K -2,046 -56%
AWM
652
Ameliora Wealth Management
Switzerland
$366K -$293K -1,460 -47%
PWPS
653
Pinnacle Wealth Planning Services
Ohio
$364K +$60.2K +300 +23%
CCA
654
Checchi Capital Advisers
California
$364K -$20.5K -102 -6%
Verition Fund Management
655
Verition Fund Management
Connecticut
$363K -$948K -4,721 -75%
QC
656
QCM Cayman
Texas
$360K +$322K +1,603 New
MA
657
Mutual Advisors
Nebraska
$360K +$9.64K +48 +3%
GA
658
Geller Advisors
New York
$360K +$321K +1,600 New
PF
659
Phoenix Financial
Israel
$356K +$50.4K +251 +18%
SW
660
SlateStone Wealth
Florida
$356K -$385K -1,917 -55%
RFC
661
Regions Financial Corp
Alabama
$355K +$27.7K +138 +10%
FMLI
662
Fukoku Mutual Life Insurance
Japan
$354K -$31.3K -156 -9%
ACM
663
Allred Capital Management
Texas
$353K +$6.83K +34 +2%
SFI
664
Siemens Fonds Invest
Germany
$352K – – –
MIM
665
MTM Investment Management
South Carolina
$344K – – –
Brown Advisory
666
Brown Advisory
Maryland
$339K +$65.7K +327 +28%
TF
667
Trek Financial
Arizona
$339K -$14.7K -73 -5%
PIMJS
668
PKO Investment Management Joint-Stock
Poland
$337K +$40.2K +200 +15%
RWPA
669
Richard W. Paul & Associates
Michigan
$336K -$4.62K -23 -2%
AWM
670
Angeles Wealth Management
California
$335K +$3.81K +19 +1%
GIA
671
Gladstone Institutional Advisory
Florida
$334K +$18.1K +90 +6%
IAA
672
Independent Advisor Alliance
North Carolina
$332K +$31.1K +155 +12%
AA
673
AlphaQ Advisors
Florida
$325K +$10.8K +54 +4%
MYIA
674
Mount Yale Investment Advisors
Colorado
$325K +$290K +1,444 New
DGAM
675
Desjardins Global Asset Management
Quebec, Canada
$321K +$157K +781 +121%