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Name Holding Trade Value Shares
Change
Change in
Stake
PI
526
Pettee Investors
Connecticut
$889K – – –
CCM
527
Crew Capital Management
Ohio
$885K – – –
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$883K +$96.2K +1,937 +14%
TCM
529
Teza Capital Management
Illinois
$873K -$148K -2,990 -16%
LCM
530
LVM Capital Management
Michigan
$870K +$753K +15,170 New
SMH
531
Sanders Morris Harris
Texas
$861K – – –
Jefferies Group
532
Jefferies Group
New York
$861K -$24.8K -500 -3%
Western Wealth Management
533
Western Wealth Management
Colorado
$859K +$366K +7,376 +97%
OWA
534
Octavia Wealth Advisors
Ohio
$848K +$39.1K +788 +6%
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$844K +$63.5K +1,279 +10%
William Blair & Company
536
William Blair & Company
Illinois
$842K +$48.4K +974 +7%
Stephens Inc
537
Stephens Inc
Arkansas
$831K -$703K -14,169 -49%
SJIM
538
St. Johns Investment Management
Florida
$827K -$14.6K -294 -2%
ICM
539
Islay Capital Management
Texas
$820K -$783K -15,773 -52%
HCM
540
Hollencrest Capital Management
California
$814K – – –
Parallel Advisors
541
Parallel Advisors
California
$813K -$25.4K -512 -3%
Coldstream Capital Management
542
Coldstream Capital Management
Washington
$812K -$143K -2,876 -17%
Empirical Finance
543
Empirical Finance
Pennsylvania
$810K +$63.4K +1,277 +10%
EAM
544
Empirical Asset Management
Massachusetts
$808K -$40.2K -810 -5%
MassMutual Private Wealth & Trust
545
MassMutual Private Wealth & Trust
Connecticut
$807K +$48.7K +982 +8%
Verition Fund Management
546
Verition Fund Management
Connecticut
$806K -$222K -4,482 -24%
ESCM
547
Echo Street Capital Management
New York
$801K +$36.5K +735 +6%
SDAM
548
Shulman DeMeo Asset Management
New York
$800K -$11.2K -226 -2%
AB
549
Atlas Brown
Kentucky
$800K -$7.4K -149 -1%
RBFC
550
Roman Butler Fullerton & Co
Missouri
$800K +$2.04K +41 +0.3%