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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
501
D.A. Davidson & Co
Montana
$342K -$59.5K -655 -14%
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$341K – – –
AF
503
Allworth Financial
California
$341K +$47.4K +522 +15%
MIP
504
Marietta Investment Partners
Wisconsin
$339K – – –
CF
505
Centaurus Financial
California
$338K – – –
BP
506
Ballentine Partners
Massachusetts
$337K +$80.7K +888 +30%
WG
507
Welch Group
Alabama
$332K – – –
PAS
508
Park Avenue Securities
New York
$330K -$20.9K -230 -6%
XT
509
XTX Topco
Cayman Islands
$330K +$343K +3,777 New
LOAMS
510
Lombard Odier Asset Management (Switzerland)
Switzerland
$325K -$358K -3,944 -51%
CP
511
CenterBook Partners
Connecticut
$324K -$515K -5,669 -60%
MCM
512
McRae Capital Management
New Jersey
$319K +$454 +5 +0.1%
BPCE
513
Bank Pictet & Cie (Europe)
Germany
$319K +$27.1K +298 +9%
TCM
514
Telos Capital Management
California
$317K -$273 -3 -0.1%
DWM
515
Dakota Wealth Management
Florida
$313K +$325K +3,580 New
SAM
516
Sompo Asset Management
Japan
$310K +$323K +3,550 New
RHBC
517
R.H. Bluestein & Co
Michigan
$308K -$20.4K -225 -6%
RIM
518
Redpoint Investment Management
Australia
$308K – – –
MIM
519
Merrion Investment Management
New Jersey
$305K -$45.4K -500 -13%
FP
520
Foundry Partners
Minnesota
$305K +$81.8K +900 +35%
SSA
521
Schonfeld Strategic Advisors
New York
$303K -$302K -3,328 -49%
AHIA
522
Andrew Hill Investment Advisors
Florida
$299K +$311K +3,425 New
IAA
523
Independent Advisor Alliance
North Carolina
$298K – – –
TMAM
524
Tokio Marine Asset Management
Japan
$294K -$601K -6,618 -66%
SAM
525
Sycomore Asset Management
France
$291K +$185K +2,040 +165%