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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
601
StepStone Group
California
$497K +$512K +1,468 New
CL
602
CPWM LLC
Washington
$496K – – –
CWM
603
Calamos Wealth Management
Illinois
$494K -$1.04K -3 -0.2%
CI
604
Cigna Investments
Connecticut
$494K +$2.09K +6 +0.4%
TIAM2
605
Tru Independence Asset Management 2
Oregon
$492K +$3.83K +11 +0.8%
AII
606
AGF Investments Inc
Ontario, Canada
$489K -$188K -539 -27%
PCM
607
Penserra Capital Management
California
$484K +$71.8K +206 +17%
GA
608
GraniteShares Advisors
New York
$484K +$498K +1,430 New
KWM
609
Kingsview Wealth Management
Oregon
$476K +$163K +467 +50%
ACM
610
Alpha Capital Management
Texas
$475K +$54K +155 +12%
IP
611
Interval Partners
New York
$474K +$488K +1,400 New
RCG
612
Regatta Capital Group
California
$465K +$478K +1,372 New
PCA
613
Peddock Capital Advisors
Massachusetts
$464K – – –
LNC
614
Lincoln National Corp
Pennsylvania
$460K -$1.39K -4 -0.3%
MCA
615
Magnolia Capital Advisors
Mississippi
$458K -$5.23K -15 -1%
JWM
616
Jupiter Wealth Management
Colorado
$457K -$523K -1,500 -53%
WPW
617
Warther Private Wealth
Ohio
$457K +$122K +351 +34%
BHB
618
Bank Hapoalim BM
Israel
$447K -$44.3K -127 -9%
WS
619
Wedbush Securities
California
$445K -$150K -430 -25%
AIA
620
Avalon Investment & Advisory
Texas
$444K -$230K -661 -34%
ACM
621
Allred Capital Management
Texas
$444K -$95.1K -273 -17%
BP
622
Ballentine Partners
Massachusetts
$443K +$58.5K +168 +15%
PPW
623
Pinnacle Private Wealth
Massachusetts
$443K +$456K +1,308 New
RCAG
624
Rehmann Capital Advisory Group
Michigan
$443K -$1.25M -3,589 -73%
KFS
625
Kaizen Financial Strategies
California
$440K -$34.8K -100 -7%
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