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TD Synnex

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
One Wealth Advisors
California
$343K +$21K +225 +8%
SGI
227
Summit Global Investments
Utah
$333K +$271K +2,900 New
PAMU
228
Pictet Asset Management (UK)
United Kingdom
$322K -$93.4K -1,000 -26%
PPW
229
Parcion Private Wealth
Washington
$314K – – –
YMRC
230
Yorktown Management & Research Company
Virginia
$310K – – –
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$302K +$245K +2,628 New
SFS
232
Sowell Financial Services
Arkansas
$301K +$199K +2,136 +600%
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$299K +$243K +2,604 New
PA
234
Profund Advisors
Maryland
$298K +$243K +2,598 New
Osaic Holdings
235
Osaic Holdings
Arizona
$295K +$136K +1,455 +131%
LPL Financial
236
LPL Financial
California
$283K +$230K +2,462 New
WAM
237
World Asset Management
Michigan
$277K +$214K +2,289 New
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$273K +$222K +2,376 New
SCM
239
Shelton Capital Management
Colorado
$273K +$222K +2,380 New
VI
240
Versor Investments
New York
$265K +$216K +2,308 New
TAM
241
Tocqueville Asset Management
New York
$255K +$208K +2,224 New
URS
242
Utah Retirement Systems
Utah
$253K +$205K +2,200 New
Creative Planning
243
Creative Planning
Kansas
$251K +$204K +2,189 New
PSUF
244
People's United Financial
Connecticut
$242K +$197K +2,106 New
JAG
245
Journey Advisory Group
Kentucky
$239K +$194K +2,081 New
VF
246
Virtu Financial
New York
$235K -$418K -4,476 -69%
JIC
247
Johnson Investment Counsel
Ohio
$235K +$191K +2,049 New
PWM
248
Paulson Wealth Management
Illinois
$232K +$179K +1,916 New
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$229K +$187K +1,998 New
Baird Financial Group
250
Baird Financial Group
Wisconsin
$227K +$185K +1,977 New