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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
526
Kathmere Capital Management
Pennsylvania
$210K +$197K +2,088 New
BIA
527
Barry Investment Advisors
Massachusetts
$209K +$197K +2,079 New
Rockefeller Capital Management
528
Rockefeller Capital Management
New York
$208K +$196K +2,071 New
OQS
529
Occudo Quantitative Strategies
Florida
$203K +$191K +2,019 New
MWM
530
Mission Wealth Management
California
$202K +$191K +2,017 New
PP
531
PDS Planning
Ohio
$202K +$190K +2,012 New
PTC
532
Philadelphia Trust Company
Pennsylvania
$201K +$189K +2,000 New
TWM
533
TCFG Wealth Management
California
$201K +$189K +2,000 New
WFI
534
West Family Investments
California
$200K +$189K +1,996 New
IFU
535
iSAM Funds (UK)
United Kingdom
$187K +$176K +1,861 New
CI
536
CX Institutional
Indiana
$185K -$1.99K -21 -1%
MCM
537
MAI Capital Management
Ohio
$174K +$7K +74 +4%
CT
538
Colonial Trust
South Carolina
$167K – – –
Jones Financial Companies
539
Jones Financial Companies
Missouri
$161K -$21K -222 -12%
VCM
540
Versant Capital Management
Arizona
$161K +$9.83K +104 +7%
AIP
541
Ameritas Investment Partners
Nebraska
$156K -$12.6K -133 -8%
ACM
542
Adalta Capital Management
New York
$151K – – –
BP
543
BNP Paribas
France
$147K – – –
TCOV
544
Trust Company of Vermont
Vermont
$135K – – –
CI Investments Inc
545
CI Investments Inc
Ontario, Canada
$131K -$21.7K -230 -15%
CB
546
Community Bank
New York
$131K – – –
CAL
547
Capital Advisors Ltd
Ohio
$130K -$2.93K -31 -2%
DJSG
548
D.J. St. Germain
Massachusetts
$128K +$121K +1,275 New
AA
549
Addison Advisors
Vermont
$120K – – –
JFA
550
JNBA Financial Advisors
Minnesota
$120K – – –