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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
476
Coldstream Capital Management
Washington
$289K +$87 +2 +0%
MWM
477
Modern Wealth Management
Kansas
$289K +$4.15K +95 +2%
LSA
478
Leonteq Securities AG
Switzerland
$286K +$80.5K +1,841 +44%
MCM
479
Mengis Capital Management
Oregon
$286K +$265K +6,050 New
GWM
480
Geneos Wealth Management
Colorado
$276K – – –
SFA
481
Sequoia Financial Advisors
Ohio
$276K +$8.26K +189 +3%
AA
482
Ancora Advisors
Ohio
$275K – – –
NCM
483
Next Capital Management
New York
$273K +$1.09K +25 +0.4%
GT
484
Glenmede Trust
Pennsylvania
$268K +$13.4K +306 +6%
ET
485
Entropy Technologies
New York
$268K -$236K -5,389 -49%
SCM
486
Sebold Capital Management
Illinois
$266K +$246K +5,629 New
KWA
487
Kellett Wealth Advisors
Ohio
$264K +$21.9K +500 +10%
PWPS
488
Pinnacle Wealth Planning Services
Ohio
$259K -$87 -2 -0%
BP
489
Ballentine Partners
Massachusetts
$259K +$37.4K +855 +18%
VI
490
Vestcor Inc
New Brunswick, Canada
$254K -$1.97K -45 -0.8%
WAM
491
WNY Asset Management
New York
$252K -$27K -617 -10%
LCM
492
Lazari Capital Management
California
$250K -$262 -6 -0.1%
QCG
493
Quadrant Capital Group
Ohio
$249K -$5.82K -133 -2%
AA
494
AlphaCentric Advisors
Puerto Rico
$247K -$31.1K -711 -12%
OWA
495
Opal Wealth Advisors
New York
$247K +$1.05K +24 +0.5%
BPC
496
Banque Pictet & Cie
Switzerland
$244K -$77.2K -1,765 -25%
AAS
497
Avantax Advisory Services
Texas
$244K +$226K +5,168 New
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$239K – – –
CGL
499
Clarius Group LLC
Washington
$237K -$22.8K -522 -9%
FM
500
Family Management
New York
$236K -$5.07K -116 -2%
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