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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
201
Accurate Investment Solutions
Pennsylvania
$25K
VIA
202
Vantage Investment Advisors
Pennsylvania
$16K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$16K +$552 +32 +4%
CHP
204
Cable Hill Partners
Oregon
$14K -$827 -48 -6%
GBBWRPM
205
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K
AIM
206
Arcadia Investment Management
Michigan
$14K +$13.7K +796 New
ASN
207
Advisory Services Network
Georgia
$14K +$13.8K +800 New
BAM
208
Barrett Asset Management
New York
$12K
PK
209
Pflug Koory
Nebraska
$10K -$10.3K -600 -50%
IA
210
IFP Advisors
Florida
$7K -$21.4K -1,240 -76%
BBHC
211
Brown Brothers Harriman & Co
New York
$7K
JIM
212
Jupiter Investment Management
United Kingdom
$7K
Acadian Asset Management
213
Acadian Asset Management
Massachusetts
$6K -$5.86K -340 -49%
VCM
214
Versant Capital Management
Arizona
$2K -$483 -28 -18%
Federated Hermes
215
Federated Hermes
Pennsylvania
$2K -$345 -20 -19%
RWM
216
Raffa Wealth Management
District of Columbia
$1.32K
PFBT
217
Parkside Financial Bank & Trust
Missouri
$1K
QI
218
QS Investors
New York
$1K
BIM
219
Bogle Investment Management
Massachusetts
-$12.1M -749,200 Closed
QIM
220
Quantitative Investment Management
Virginia
-$3.69M -229,200 Closed
HHC
221
Hutchin Hill Capital
New York
-$3.54M -219,816 Closed
WRF
222
Waddell & Reed Financial
Kansas
-$3.44M -213,804 Closed
CIP
223
Convergence Investment Partners
Florida
-$2.5M -155,440 Closed
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
-$2.08M -129,252 Closed
ACM
225
Advisors Capital Management
New Jersey
-$1.72M -106,500 Closed