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Simulations Plus

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Congress Wealth Management
Massachusetts
$256K +$27.9K +592 +13%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$253K -$27.7K -586 -10%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$253K -$5.19K -110 -2%
TF
104
TIAA FSB
Florida
$253K +$242K +5,130 New
AIM
105
Axiom Investment Management
New York
$247K
VF
106
Virtu Financial
New York
$233K +$223K +4,729 New
BSW
107
Buckingham Strategic Wealth
Missouri
$224K
ASRS
108
Arizona State Retirement System
Arizona
$216K +$802 +17 +0.4%
HKAM
109
Horizon Kinetics Asset Management
New York
$215K
US Bancorp
110
US Bancorp
Minnesota
$214K +$7.5K +159 +4%
CL
111
CIM LLC
New York
$213K +$186K +3,941 New
HSBC Holdings
112
HSBC Holdings
United Kingdom
$210K -$20.3K -431 -9%
HWAM
113
Hennion & Walsh Asset Management
New Jersey
$210K -$3.16K -67 -2%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$209K -$24.5K -519 -11%
GA
115
Greytown Advisors
Florida
$201K +$991 +21 +0.5%
FCA
116
FinTrust Capital Advisors
South Carolina
$201K +$40.1K +850 +34%
APA
117
American Portfolios Advisors
New York
$151K +$4.91K +104 +4%
Wells Fargo
118
Wells Fargo
California
$107K -$138K -2,928 -57%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$96K
LSA
120
Leonteq Securities AG
Switzerland
$82K -$21.3K -452 -21%
KBC Group
121
KBC Group
Belgium
$68K +$65.2K +1,382 New
Osaic Holdings
122
Osaic Holdings
Arizona
$65K
AIP
123
Ameritas Investment Partners
Nebraska
$61K
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$47.7K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$39K -$755 -16 -2%