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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
326
AHL Investment Management
Florida
$542K -$36.6K -3,306 -6%
MCM
327
MAI Capital Management
Ohio
$541K +$20.9K +1,891 +4%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$539K +$146K +13,144 +36%
BCV
329
Banque Cantonale Vaudoise
Switzerland
$535K -$453K -40,936 -45%
N
330
Natixis
France
$534K -$75.1K -6,785 -12%
BRWA
331
B. Riley Wealth Advisors
Florida
$527K -$78.6K -7,101 -13%
NMERB
332
New Mexico Educational Retirement Board
New Mexico
$523K +$36.5K +3,300 +7%
SFA
333
Sequoia Financial Advisors
Ohio
$522K +$24.5K +2,209 +5%
PAM
334
Panagora Asset Management
Massachusetts
$517K
TI
335
Tidal Investments
Wisconsin
$514K +$225K +20,310 +74%
William Blair & Company
336
William Blair & Company
Illinois
$509K -$14.3K -1,288 -3%
AAS
337
Avantax Advisory Services
Texas
$502K -$35.2K -3,180 -6%
Vontobel Holding
338
Vontobel Holding
Switzerland
$497K -$13.9K -1,255 -3%
COI
339
Connable Office Inc
Michigan
$494K +$17.4K +1,572 +4%
API
340
Advisor Partners II
California
$491K +$355K +32,077 +236%
SYBT
341
Stock Yards Bank & Trust
Kentucky
$487K -$56K -5,054 -10%
LSA
342
Leonteq Securities AG
Switzerland
$478K -$135K -12,193 -22%
Capstone Investment Advisors
343
Capstone Investment Advisors
New York
$474K -$149K -13,440 -23%
JPWM
344
Jamison Private Wealth Management
Georgia
$469K +$483K +43,611 New
GAM
345
Gotham Asset Management
New York
$469K -$18.5K -1,667 -4%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$467K -$102K -9,245 -18%
GCM
347
Graham Capital Management
Connecticut
$460K -$1.38M -124,986 -74%
JMPWA
348
JP Morgan Private Wealth Advisors
California
$451K -$487K -43,956 -51%
EGM
349
Engineers Gate Manager
New York
$449K -$690K -62,314 -60%
PVI
350
Pine Valley Investments
New Jersey
$448K -$14.9K -1,350 -3%