Name Holding Trade Value Shares
Change
Change in
Stake
EC
601
Enhancing Capital
Pennsylvania
$544K – – –
SCM
602
Stonebridge Capital Management
California
$544K – – –
ITFISA
603
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$544K – – –
ARI
604
Applied Research Investments
Delaware
$543K -$184K -615 -24%
DBRC
605
D.B. Root & Company
Pennsylvania
$543K -$1.5K -5 -0.2%
KFI
606
Key Financial Inc
Pennsylvania
$542K – – –
MYAM
607
Meiji Yasuda Asset Management
Japan
$542K +$62.8K +210 +12%
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$531K +$100K +335 +21%
Lido Advisors
609
Lido Advisors
California
$530K -$502K -1,678 -46%
RA
610
Riversedge Advisors
Delaware
$520K – – –
CFMC
611
Curbstone Financial Management Corp
New Hampshire
$517K – – –
RHJA
612
Rice Hall James & Associates
California
$514K -$5.98K -20 -1%
PIMG
613
Patriot Investment Management Group
Tennessee
$514K – – –
MMA
614
Miracle Mile Advisors
California
$510K -$34.1K -114 -6%
JAFL
615
Jay A. Fishman Ltd
Michigan
$510K – – –
PIM
616
Penobscot Investment Management
Massachusetts
$508K -$115K -385 -17%
LA
617
Legacy Advisors
Pennsylvania
$508K +$212K +708 +61%
ASN
618
Advisory Services Network
Georgia
$506K -$67.9K -227 -11%
CP
619
Cumberland Partners
Ontario, Canada
$501K -$122K -409 -18%
CQS
620
Credential Qtrade Securities
$497K +$38K +127 +7%
RMCM
621
Reynders McVeigh Capital Management
Massachusetts
$495K – – –
MA
622
MCF Advisors
Kentucky
$495K +$10.2K +34 +2%
NIMI
623
Natixis Investment Managers International
France
$490K -$74.5K -249 -12%
CRWM
624
Castle Rock Wealth Management
California
$487K – – –
SW
625
SVB Wealth
Massachusetts
$485K -$37.7K -126 -7%