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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1326
Sentry Investment Management
Wisconsin
$2.35M – – –
SAM
1327
Sabadell Asset Management
Spain
$2.35M – – –
GCM
1328
Gables Capital Management
Florida
$2.35M – – –
PCS
1329
Personal CFO Solutions
New Jersey
$2.35M +$12.8K +34 +0.6%
SFCL
1330
Strengthening Families & Communities LLC
Massachusetts
$2.34M +$2.24M +5,960 New
WI
1331
WrapManager Inc
California
$2.33M -$80.3K -214 -3%
BOH
1332
Bank of Hawaii
Hawaii
$2.32M -$87.4K -233 -4%
DWP
1333
Daymark Wealth Partners
Ohio
$2.32M +$1.88M +5,021 +567%
CGA
1334
Channing Global Advisors
Florida
$2.32M -$29.3K -78 -1%
TRIA
1335
Trail Ridge Investment Advisors
Colorado
$2.32M -$46.9K -125 -2%
JHP
1336
James Hambro & Partners
United Kingdom
$2.32M +$8.63K +23 +0.4%
CA
1337
Continuum Advisory
Idaho
$2.32M +$19.5K +52 +0.9%
MWM
1338
Meridian Wealth Management
Kentucky
$2.32M -$540K -1,439 -20%
OIA
1339
Optimum Investment Advisors
Illinois
$2.31M -$77.3K -206 -3%
EFI
1340
EHP Funds Inc
Canada
$2.31M -$1.35M -3,610 -38%
SA
1341
Sicart Associates
New York
$2.31M -$42.8K -114 -2%
CANY
1342
Caxton Associates (New York)
New York
$2.31M +$1.33M +3,544 +153%
CIM
1343
Caldwell Investment Management
Ontario, Canada
$2.3M – – –
WLPWM
1344
Walled Lake Planning & Wealth Management
Illinois
$2.3M -$7.13K -19 -0.3%
JSC
1345
Jackson Square Capital
California
$2.29M -$27.8K -74 -1%
RA
1346
RiverPark Advisors
New York
$2.28M -$126K -337 -5%
LSPW
1347
Lake Street Private Wealth
Illinois
$2.27M +$5.63K +15 +0.3%
SCA
1348
Sander Capital Advisors
Washington
$2.27M – – –
KIC
1349
Kensington Investment Counsel
California
$2.27M – – –
SCI
1350
S&CO Inc
Massachusetts
$2.27M +$499K +1,330 +30%