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Name Holding Trade Value Shares
Change
Change in
Stake
CQS
1876
Credential Qtrade Securities
$517K +$33K +1,209 +5%
CWC
1877
Carolinas Wealth Consulting
North Carolina
$516K +$386K +14,117 +152%
QCM
1878
Quest Capital Management
Texas
$513K +$24.3K +891 +4%
PGIM
1879
Pacific Global Investment Management
California
$512K -$266K -9,730 -30%
AWM
1880
AllSquare Wealth Management
New York
$512K +$15.1K +552 +2%
PMFA
1881
Plante Moran Financial Advisors
Michigan
$509K -$37.2K -1,361 -6%
EWM
1882
Evermay Wealth Management
Virginia
$509K -$27.6K -1,009 -4%
DIM
1883
DC Investments Management
Virginia
$506K +$48.7K +1,782 +8%
PCP
1884
Proficio Capital Partners
Massachusetts
$506K +$175K +6,416 +38%
BHWM
1885
Bay Harbor Wealth Management
Maryland
$505K +$21K +768 +3%
SWM
1886
Shakespeare Wealth Management
Wisconsin
$504K
STA
1887
Summit Trail Advisors
New York
$504K +$113K +4,150 +22%
GAM
1888
Garrison Asset Management
Arkansas
$503K +$57.3K +2,096 +10%
CCFM
1889
Clear Creek Financial Management
Washington
$503K +$328K +12,023 +128%
NCM
1890
Northside Capital Management
Oregon
$501K +$11.8K +432 +2%
MPIA
1891
Mountain Pacific Investment Advisers
Idaho
$500K +$63.3K +2,317 +11%
IMRF
1892
Illinois Municipal Retirement Fund
Illinois
$499K -$376K -13,747 -38%
PFO
1893
Pathstone Family Office
New Jersey
$498K +$43.5K +1,592 +8%
OWA
1894
Outlook Wealth Advisors
Texas
$497K -$85.5K -3,130 -12%
W
1895
WealthOne
New York
$497K +$194K +7,107 +46%
AFS
1896
Axiom Financial Strategies
Indiana
$497K +$617K +22,589 New
BPB
1897
Badgley, Phelps & Bell
Washington
$496K -$65.9K -2,413 -10%
22CM
1898
20/20 Capital Management
California
$496K +$6.53K +239 +1%
ME
1899
McIlrath & Eck
Washington
$495K +$55 +2 +0%
BFPW
1900
BOK Financial Private Wealth
Colorado
$494K +$33.4K +1,224 +6%