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Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Cynosure Group
Utah
$388K +$76.1K +1,256 +24%
S
502
SignatureFD
Georgia
$387K +$20.3K +335 +6%
VIM
503
Vinva Investment Management
Australia
$383K -$38.6K -638 -9%
CCM
504
Coldstream Capital Management
Washington
$380K +$20.2K +334 +6%
DEA
505
DoubleLine ETF Adviser
Florida
$379K +$29K +479 +8%
BBP
506
Banco BTG Pactual
Brazil
$377K +$90.9K +1,500 +38%
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$377K +$4.6K +76 +1%
Lazard Asset Management
508
Lazard Asset Management
New York
$376K -$5.96M -98,329 -94%
PTC
509
Private Trust Company
Ohio
$376K -$85K -1,403 -18%
HPM
510
Hoxton Planning & Management
West Virginia
$375K -$182 -3 -0%
NWA
511
New World Advisors
Massachusetts
$375K +$144K +2,370 +62%
IEFM
512
IQ EQ Fund Management
Ireland
$368K – – –
JWA
513
JFS Wealth Advisors
Pennsylvania
$364K -$182 -3 -0%
Fuller & Thaler Asset Management
514
Fuller & Thaler Asset Management
California
$359K -$140K -2,312 -28%
SWA
515
Stratos Wealth Advisors
Ohio
$357K +$4.3K +71 +1%
DIA
516
Dana Investment Advisors
Wisconsin
$355K – – –
NP
517
NorthRock Partners
Minnesota
$351K -$45K -743 -11%
GF
518
Gabelli Funds
New York
$350K +$3.03K +50 +0.9%
FFM
519
Forum Financial Management
Illinois
$349K +$969 +16 +0.3%
HWAM
520
Hennion & Walsh Asset Management
New Jersey
$349K -$302K -4,980 -46%
DCM
521
Donaldson Capital Management
Indiana
$349K -$182 -3 -0.1%
ACM
522
Allred Capital Management
Texas
$348K +$1.27K +21 +0.4%
MIC
523
Means Investment Company
Maine
$348K – – –
VFA
524
Valeo Financial Advisors
Indiana
$347K -$2.06K -34 -0.6%
SC
525
Savant Capital
Illinois
$342K -$485 -8 -0.1%