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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Coldstream Capital Management
Washington
$527K -$93.1K -429 -15%
ECM
402
Everence Capital Management
Indiana
$519K – – –
S
403
SignatureFD
Georgia
$519K -$31.7K -146 -6%
BFM
404
Boothbay Fund Management
New York
$517K -$70.7K -326 -12%
CI Investments Inc
405
CI Investments Inc
Ontario, Canada
$517K +$222K +1,025 +77%
AIM
406
Achmea Investment Management
Netherlands
$507K -$35.1M -161,985 -99%
MOS
407
MGO One Seven
Ohio
$505K -$12.1K -56 -2%
PCS
408
Personal CFO Solutions
New Jersey
$504K -$288K -1,329 -37%
OHIS
409
Oak Harvest Investment Services
Texas
$500K -$119K -547 -19%
GAG
410
GM Advisory Group
New York
$496K – – –
KIC
411
Keating Investment Counselors
Florida
$494K -$136K -625 -22%
PA
412
Profund Advisors
Maryland
$493K -$31.7K -146 -6%
KI
413
Kula Investments
Illinois
$487K -$919K -4,234 -66%
SDIC
414
South Dakota Investment Council
South Dakota
$482K +$477K +2,200 New
RWA
415
River Wealth Advisors
Pennsylvania
$479K -$1.08K -5 -0.2%
AIM
416
Aigen Investment Management
New York
$473K -$880K -4,058 -65%
DI
417
DFPG Investments
Utah
$473K +$97.8K +451 +26%
SS
418
Simplicity Solutions
Minnesota
$470K +$150K +693 +48%
BFG
419
Bleakley Financial Group
New Jersey
$470K -$47.9K -221 -9%
BFC
420
Bedel Financial Consulting
Indiana
$460K – – –
BP
421
Ballentine Partners
Massachusetts
$459K +$455K +2,096 New
OGF
422
Orin Green Financial
California
$459K -$127K -586 -22%
CAN
423
Cetera Advisor Networks
California
$456K -$35.4K -163 -7%
Walleye Trading
424
Walleye Trading
New York
$455K +$451K +2,080 New
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$446K +$651 +3 +0.1%