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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Perigon Wealth Management
California
$397K +$153K +975 +60%
BAM
552
Blueshift Asset Management
New Jersey
$396K -$3.71M -23,730 -90%
AT
553
Arden Trust
Delaware
$391K -$6.42K -41 -2%
Alyeska Investment Group
554
Alyeska Investment Group
Illinois
$389K -$109M -695,288 -100%
CG
555
Colony Group
Massachusetts
$386K -$11.1K -71 -3%
AIM
556
Aspen Investment Management
Michigan
$381K -$15.7K -100 -4%
CFM
557
Comprehensive Financial Management
California
$381K – – –
AWA
558
Alta Wealth Advisors
Massachusetts
$379K -$157 -1 -0%
CG
559
Caprock Group
Idaho
$372K +$116K +741 +44%
KWM
560
Kingsview Wealth Management
Oregon
$371K -$15K -96 -4%
BA
561
Bristlecone Advisors
Washington
$365K +$4.85K +31 +1%
MSCM
562
McElhenny Sheffield Capital Management
Texas
$350K +$360K +2,300 New
FT
563
Fiduciary Trust
Massachusetts
$349K – – –
GAM
564
Gotham Asset Management
New York
$347K +$357K +2,278 New
KIA
565
KCM Investment Advisors
California
$343K -$28.2K -180 -7%
FIM
566
Fernwood Investment Management
Massachusetts
$340K -$19.6K -125 -5%
BFM
567
Boothbay Fund Management
New York
$339K -$222K -1,421 -39%
OWA
568
Outlook Wealth Advisors
Texas
$332K +$340K +2,174 New
MM
569
MQS Management
New York
$329K -$164K -1,049 -33%
CI
570
Cigna Investments
Connecticut
$329K +$7.04K +45 +2%
PAI
571
Pittenger & Anderson Inc
Nebraska
$328K -$114K -728 -25%
DF
572
Donoghue Forlines
Massachusetts
$325K -$531K -3,395 -61%
MCC
573
Malaga Cove Capital
California
$322K – – –
CGH
574
Crossmark Global Holdings
Texas
$319K +$88.8K +567 +37%
EAM
575
Evanson Asset Management
California
$317K -$9.39K -60 -3%