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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1751
Marcum Wealth
Ohio
$879K +$28.4K +82 +3%
RIM
1752
Regent Investment Management
Kentucky
$879K +$254K +735 +43%
EAM
1753
Evanson Asset Management
California
$875K -$86.5K -250 -9%
VWM
1754
Venturi Wealth Management
Texas
$874K +$15.2K +44 +2%
NC
1755
NinePointTwo Capital
California
$872K – – –
BMWM
1756
Brown Miller Wealth Management
Virginia
$872K +$148K +427 +21%
CSIC
1757
Clifford Swan Investment Counsel
California
$871K – – –
CSS
1758
Cubist Systematic Strategies
Connecticut
$870K -$9.5M -27,456 -92%
MGWM
1759
Marks Group Wealth Management
Minnesota
$869K – – –
HCM
1760
Horiko Capital Management
New York
$866K – – –
C
1761
Certuity
Florida
$861K -$151K -438 -15%
IIM
1762
Ipswich Investment Management
Massachusetts
$861K -$7.61K -22 -0.9%
PTC
1763
Provident Trust Company
Wisconsin
$859K – – –
CB
1764
Cadence Bank
Mississippi
$859K +$1.73K +5 +0.2%
SCM
1765
Schnieders Capital Management
California
$856K -$8.65K -25 -1%
CFA
1766
CWS Financial Advisors
Michigan
$851K +$819K +2,369 New
BA
1767
Bridgewater Advisors
New York
$847K +$19K +55 +2%
VPI
1768
Value Partners Investments
Manitoba, Canada
$847K +$215K +621 +36%
PC
1769
Periscope Capital
Ontario, Canada
$843K +$812K +2,347 New
LWA
1770
Lineweaver Wealth Advisors
Ohio
$837K +$78.8K +228 +11%
FHC
1771
First Heartland Consultants
Missouri
$836K +$5.53K +16 +0.7%
I
1772
INVST
Indiana
$835K -$1.38K -4 -0.2%
CFM
1773
Coronation Fund Managers
South Africa
$831K -$1.88M -5,435 -70%
CPWA
1774
Cerro Pacific Wealth Advisors
California
$831K +$53.6K +155 +7%
AIL
1775
AGF Investments LLC
Ontario, Canada
$830K -$101K -291 -11%
69 70
71
72 73