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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$520K +$47.8K +279 +17%
PHK
302
Point72 Hong Kong
Hong Kong
$520K +$298K +1,738 +632%
OPERF
303
Oregon Public Employees Retirement Fund
Oregon
$516K +$343K +2,000 New
AWM
304
Avitas Wealth Management
California
$513K -$2.4K -14 -0.7%
GCM
305
Gables Capital Management
Florida
$495K +$67K +391 +21%
RJT
306
Raymond James Trust
Florida
$494K +$45.3K +264 +16%
AR
307
Advisory Research
Illinois
$490K +$325K +1,898 New
CCFM
308
Clear Creek Financial Management
Washington
$490K +$326K +1,899 New
CAMG
309
CWA Asset Management Group
Florida
$487K +$37.5K +219 +13%
CG
310
Caprock Group
Idaho
$483K +$320K +1,869 New
CFGS
311
Concourse Financial Group Securities
Alabama
$469K +$312K +1,817 New
CPC
312
Congress Park Capital
New York
$466K -$111K -650 -26%
CWM
313
Chesapeake Wealth Management
Virginia
$448K -$11.1K -65 -4%
B
314
Bellecapital
Switzerland
$440K
QI
315
QS Investors
New York
$439K -$103K -600 -26%
AA
316
Auxano Advisors
Washington
$439K
RE
317
RBC Europe
United Kingdom
$432K -$50.1K -292 -15%
Brown Advisory
318
Brown Advisory
Maryland
$432K -$825K -4,815 -74%
CI
319
Cigna Investments
Connecticut
$424K +$282K +1,642 New
MOS
320
MGO One Seven
Ohio
$421K +$464K +2,708 +161%
CI
321
Capital International
California
$415K
STA
322
Summit Trail Advisors
New York
$407K +$271K +1,578 New
EPA
323
Element Pointe Advisors
Florida
$404K +$269K +1,568 New
TFS
324
TrustCore Financial Services
Tennessee
$387K -$70.1K -409 -21%
SFSIG
325
San Francisco Sentry Investment Group
California
$382K +$253K +1,473 +29,460%