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Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
426
Kingsview Wealth Management
Oregon
$311K +$27.6K +256 +11%
PCM
427
Prelude Capital Management
New York
$309K -$33.8K -314 -11%
Coldstream Capital Management
428
Coldstream Capital Management
Washington
$302K +$272K +2,527 New
Pathstone Family Office
429
Pathstone Family Office
New Jersey
$302K +$273K +2,529 New
JSMC
430
Jess S. Morgan & Co
California
$299K +$269K +2,500 New
Sigma Planning Corp
431
Sigma Planning Corp
Michigan
$297K +$5.5K +51 +2%
IndexIQ Advisors
432
IndexIQ Advisors
New York
$296K +$266K +2,471 New
HIA
433
Harbor Investment Advisory
Maryland
$287K +$237K +2,199 +1,100%
Western Wealth Management
434
Western Wealth Management
Colorado
$286K +$257K +2,384 New
IEQ Capital
435
IEQ Capital
California
$284K +$256K +2,371 New
MIP
436
Marietta Investment Partners
Wisconsin
$281K – – –
SP
437
Symmetry Partners
Connecticut
$280K – – –
Park Avenue Securities
438
Park Avenue Securities
New York
$279K +$251K +2,332 New
IRF
439
IBM Retirement Fund
New York
$268K -$169K -1,564 -41%
Hantz Financial Services
440
Hantz Financial Services
Michigan
$260K +$35.6K +330 +18%
Spire Wealth Management
441
Spire Wealth Management
Virginia
$255K +$120K +1,112 +79%
Empirical Finance
442
Empirical Finance
Pennsylvania
$252K +$227K +2,107 New
CT
443
Coastline Trust
Rhode Island
$251K +$226K +2,100 New
Vestcor Inc
444
Vestcor Inc
New Brunswick, Canada
$243K -$43K -399 -16%
Cetera Advisors
445
Cetera Advisors
Colorado
$240K -$927K -8,600 -81%
MAM
446
Meeder Asset Management
Ohio
$240K +$141K +1,312 +192%
LPARFS
447
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$239K – – –
HA
448
Harbor Advisors
Florida
$239K +$216K +2,000 New
AE Wealth Management
449
AE Wealth Management
Kansas
$237K +$214K +1,981 New
Horizon Investments
450
Horizon Investments
North Carolina
$236K +$212K +1,971 New