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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Coldstream Capital Management
Washington
$212K +$207K +7,450 New
LSAG
527
Lake Street Advisors Group
New Hampshire
$212K +$207K +7,450 New
CAM
528
Chesapeake Asset Management
New York
$211K -$123K -4,440 -37%
CI Investments Inc
529
CI Investments Inc
Ontario, Canada
$211K -$159K -5,740 -44%
CFGS
530
Concourse Financial Group Securities
Alabama
$211K +$46.6K +1,680 +29%
OWA
531
One Wealth Advisors
California
$210K -$19.1K -690 -9%
DAS
532
Dynamic Advisor Solutions
Arizona
$208K +$197K +7,110 New
QC
533
QCM Cayman
Texas
$208K -$8.32K -300 -4%
WA
534
Wambolt & Associates
Colorado
$207K
OP
535
ORG Partners
Indiana
$206K +$152K +5,470 +309%
WJA
536
Willis Johnson & Associates
Texas
$205K +$200K +7,200 New
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$204K +$55.4K +2,000 +39%
PVH
538
Psagot Value Holdings
Israel
$204K +$55.4K +2,000 +40%
QFA
539
Quantum Financial Advisors
California
$204K +$199K +7,170 New
BWM
540
Baystate Wealth Management
Massachusetts
$202K -$27.7K -1,000 -12%
PWS
541
Peterson Wealth Services
Utah
$200K +$195K +7,040 New
OCM
542
Orion Capital Management
California
$193K +$133K +4,800 +240%
Ohio Public Employees Retirement System (OPERS)
543
Ohio Public Employees Retirement System (OPERS)
Ohio
$188K +$54.6K +1,970 +43%
GJIA
544
Glass Jacobson Investment Advisors
Maryland
$187K -$9.42K -340 -5%
GRP
545
Global Retirement Partners
California
$186K +$4.71K +170 +3%
HNB
546
Huntington National Bank
Ohio
$162K +$1.66K +60 +1%
AC
547
Avestar Capital
New York
$152K +$148K +5,350 New
HCM
548
Hollencrest Capital Management
California
$142K +$134K +4,820 +2,678%
S
549
SignatureFD
Georgia
$131K -$41.6K -1,500 -25%
OAM
550
Ostrum Asset Management
France
$116K +$554 +20 +0.5%