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Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
501
Tokio Marine Asset Management
Japan
$612K +$36.3K +233 +7%
TCA
502
Transcend Capital Advisors
New Jersey
$594K -$90.6K -581 -14%
WCM Investment Management
503
WCM Investment Management
California
$586K
ACS
504
Archford Capital Strategies
Illinois
$582K -$113K -723 -17%
GLAM
505
Gardner Lewis Asset Management
Pennsylvania
$581K +$541K +3,472 New
EGM
506
Engineers Gate Manager
New York
$574K -$35.9K -230 -6%
CAG
507
Crestwood Advisors Group
Massachusetts
$573K
SWM
508
Spire Wealth Management
Virginia
$571K -$124K -798 -19%
CII
509
Capital International Inc
California
$571K -$31.7K -203 -6%
CWM
510
Circle Wealth Management
New Jersey
$568K +$780 +5 +0.1%
GGHC
511
Gilder Gagnon Howe & Co
New York
$564K
WWC
512
Waypoint Wealth Counsel
Georgia
$555K +$517K +3,316 New
SIC
513
SFE Investment Counsel
California
$555K -$77.2K -495 -13%
WF
514
Welch & Forbes
Massachusetts
$534K
RG
515
Rathbones Group
United Kingdom
$531K
GC
516
Garde Capital
Washington
$529K +$493K +3,162 New
MGP
517
Metis Global Partners
California
$523K +$235K +1,510 +94%
CM
518
Capula Management
Cayman Islands
$521K +$486K +3,116 New
KA
519
Kozak & Associates
Colorado
$520K -$10.1K -65 -2%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$511K -$1.09K -7 -0.2%
HPC
521
HM Payson & Co
Maine
$511K +$4.21K +27 +0.9%
OWM
522
Opes Wealth Management
California
$508K
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$505K +$471K +3,020 New
LB
524
Legacy Bridge
Iowa
$505K
CFA
525
Compass Financial Advisors
Indiana
$505K +$19.5K +125 +4%