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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Accurate Wealth Management
Florida
$1.56M -$227K -1,358 -13%
OIA
602
OneDigital Investment Advisors
Kansas
$1.56M -$952K -5,694 -38%
Connor, Clark & Lunn Investment Management (CC&L)
603
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.55M +$89.8K +537 +6%
LNB
604
Ledyard National Bank
$1.54M +$53.8K +322 +4%
AFCM
605
Applied Finance Capital Management
Puerto Rico
$1.53M +$1.54M +9,205 New
CIC
606
Carnegie Investment Counsel
Ohio
$1.51M -$6.32M -37,831 -81%
RWB
607
RMR Wealth Builders
New Jersey
$1.5M – – –
PP
608
PDT Partners
New York
$1.5M +$1.5M +9,000 New
EC
609
EntryPoint Capital
New York
$1.5M +$848K +5,074 +129%
TAM
610
Tealwood Asset Management
Minnesota
$1.5M +$12K +72 +0.8%
BHC
611
Bowen Hanes & Co
Florida
$1.5M – – –
GC
612
Grimes & Company
Massachusetts
$1.5M +$37.6K +225 +3%
SC
613
Syon Capital
California
$1.49M -$368K -2,202 -20%
VF
614
Virtu Financial
New York
$1.49M +$1.5M +8,956 New
Envestnet Portfolio Solutions
615
Envestnet Portfolio Solutions
Illinois
$1.49M -$3.8M -22,743 -72%
ECM
616
Evergreen Capital Management
Washington
$1.48M +$392K +2,345 +36%
IFU
617
iSAM Funds (UK)
United Kingdom
$1.47M +$1.47M +8,800 New
PWM
618
Perigon Wealth Management
California
$1.46M +$293K +1,755 +25%
SSA
619
Sierra Summit Advisors
Nevada
$1.45M +$1.46M +8,715 New
PS
620
Principal Securities
Iowa
$1.45M +$123K +735 +9%
CFM
621
Catalyst Funds Management
Australia
$1.45M +$909K +5,435 +166%
SAM
622
Smartleaf Asset Management
Massachusetts
$1.44M – – –
HCA
623
Harbor Capital Advisors
Illinois
$1.43M +$3.18K +19 +0.2%
RWA
624
River Wealth Advisors
Pennsylvania
$1.43M -$145K -866 -9%
MNBTD
625
Moody National Bank Trust Division
Texas
$1.42M -$11.2K -67 -0.8%