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Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1601
Dana Investment Advisors
Wisconsin
$330K +$344K +2,070 New
KFA
1602
Kelleher Financial Advisors
New York
$329K – – –
DWM
1603
Destination Wealth Management
California
$329K +$15.3K +92 +5%
NMC
1604
Nine Masts Capital
Hong Kong
$329K +$183K +1,103 +115%
Squarepoint
1605
Squarepoint
New York
$329K +$343K +2,065 New
SAM
1606
Sawgrass Asset Management
Florida
$328K -$9.96K -60 -3%
PP
1607
PDS Planning
Ohio
$328K +$8.96K +54 +3%
S
1608
Seeyond
France
$327K +$340K +2,051 New
WFM
1609
Wolff Financial Management
Michigan
$325K +$338K +2,038 New
EGWAG
1610
Elwood & Goetz Wealth Advisory Group
Georgia
$325K +$339K +2,043 New
CBA
1611
Coastal Bridge Advisors
Connecticut
$323K +$498 +3 +0.1%
GSC
1612
G&S Capital
Colorado
$322K +$15.4K +93 +5%
VNB
1613
Virginia National Bank
Virginia
$321K – – –
SMFS
1614
Squar Milner Financial Services
California
$320K – – –
CB
1615
CNB Bank
Pennsylvania
$320K +$1.33K +8 +0.4%
IUHSA
1616
Itau Unibanco Holding S.A.
Brazil
$320K +$20.6K +124 +6%
KFP
1617
Keystone Financial Planning
Ohio
$319K – – –
QAM
1618
Questar Asset Management
Minnesota
$318K +$331K +1,996 New
S
1619
Surevest
California
$318K +$331K +1,996 New
FCA
1620
FinTrust Capital Advisors
South Carolina
$318K +$331K +1,997 New
HCM
1621
Hengehold Capital Management
Ohio
$317K +$9.3K +56 +3%
WIA
1622
Wealthstreet Investment Advisors
Texas
$316K -$1.21M -7,314 -79%
GLI
1623
Guardian Life Insurance
New York
$316K +$996 +6 +0.3%
PM
1624
Parametrica Management
Hong Kong
$316K +$329K +1,981 New
CAL
1625
Capital Advisors Ltd
Ohio
$314K +$166 +1 +0.1%