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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1201
Carlson Capital Management
Minnesota
$301K -$9.09K -129 -3%
MIH
1202
Madison Investment Holdings
Wisconsin
$301K – – –
ED
1203
Exane Derivatives
France
$300K +$10.6K +151 +4%
PWPS
1204
Pinnacle Wealth Planning Services
Ohio
$299K +$1.83K +26 +0.7%
VNA
1205
VNBTrust National Association
Virginia
$295K – – –
BWM
1206
Buckley Wealth Management
Nevada
$294K -$115K -1,639 -31%
QC
1207
QCM Cayman
Texas
$293K -$169K -2,399 -39%
PWW
1208
Pettyjohn Wood & White
Virginia
$293K – – –
IA
1209
IFG Advisory
Georgia
$289K -$845 -12 -0.3%
WA1
1210
Wimmer Associates 1
California
$288K -$5.28K -75 -2%
SIA
1211
Starfire Investment Advisers
Michigan
$288K – – –
MSR
1212
Main Street Research
Connecticut
$287K – – –
SS
1213
Simplicity Solutions
Minnesota
$287K +$253K +3,595 New
CS
1214
Credential Securities
$286K -$14K -199 -5%
GAM
1215
Gould Asset Management
California
$286K – – –
UIA
1216
UBP Investment Advisors
Switzerland
$285K -$35.2K -500 -12%
WA
1217
Wealth Architects
California
$284K -$141 -2 -0.1%
GLI
1218
Guardian Life Insurance
New York
$283K +$36.9K +524 +17%
AssetMark Inc
1219
AssetMark Inc
California
$280K – – –
SICM
1220
Sustainable Insight Capital Management
New York
$279K -$1.09M -15,497 -82%
AW
1221
Alpha Windward
Massachusetts
$279K -$7.33K -104 -3%
SGK
1222
Steigerwald Gordon & Koch
Virginia
$278K +$246K +3,491 New
SLF
1223
Sun Life Financial
Ontario, Canada
$277K +$217K +3,082 +784%
Lazard Asset Management
1224
Lazard Asset Management
New York
$275K +$157K +2,224 +179%
JFGIW
1225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K -$12.8K -182 -5%