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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$411K -$18.7K -78 -4%
CI Investments Inc
627
CI Investments Inc
Ontario, Canada
$409K +$65.1K +271 +18%
EP Wealth Advisors
628
EP Wealth Advisors
California
$408K +$6.97K +29 +2%
VSQM
629
V-Square Quantitative Management
Illinois
$405K +$143K +597 +53%
Chilton Investment Company
630
Chilton Investment Company
Connecticut
$405K – – –
KIA
631
KLR Investment Advisors
Rhode Island
$401K -$30.7K -128 -7%
COI
632
Connable Office Inc
Michigan
$401K – – –
CCIA
633
Campbell & Co Investment Adviser
Maryland
$399K +$407K +1,693 New
CBNLCF
634
Cognios Beta Neutral Large Cap Fund
Kansas
$399K +$407K +1,693 New
AustralianSuper
635
AustralianSuper
Australia
$394K -$1.89M -7,880 -82%
AP
636
Advisors Preferred
Maryland
$390K -$53.8K -224 -12%
SPA
637
Shore Point Advisors
New Jersey
$388K – – –
OTL
638
Oak Thistle LLC
New York
$386K +$393K +1,637 New
BRWA
639
B. Riley Wealth Advisors
Florida
$383K +$88.9K +370 +30%
WP
640
WMS Partners
Maryland
$383K – – –
Chicago Partners Investment Group
641
Chicago Partners Investment Group
Illinois
$382K -$8.41K -35 -2%
PFBT
642
Parkside Financial Bank & Trust
Missouri
$381K -$4.56K -19 -1%
PWG
643
Portside Wealth Group
Utah
$377K +$59.6K +248 +18%
CPW
644
Crestmont Private Wealth
Texas
$377K +$52.4K +218 +16%
MA
645
MJP Associates
Connecticut
$377K +$10.6K +44 +3%
VCM
646
Virtue Capital Management
Tennessee
$375K -$95.6K -398 -19%
NorthRock Partners
647
NorthRock Partners
Minnesota
$373K +$6.97K +29 +2%
Allworth Financial
648
Allworth Financial
California
$368K +$9.61K +40 +3%
Procyon Advisors
649
Procyon Advisors
Connecticut
$365K -$103K -427 -22%
ALAM
650
Asahi Life Asset Management
Japan
$362K – – –