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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
501
Weiss Asset Management
Massachusetts
$369K +$428K +1,913 New
FCH
502
Freestone Capital Holdings
Washington
$366K -$1.05M -4,690 -71%
SLAM
503
Swiss Life Asset Management
$365K -$432K -1,933 -50%
TPWA
504
TRUE Private Wealth Advisors
Oregon
$365K +$9.62K +43 +2%
EP
505
Edgestream Partners
New Jersey
$365K -$1.54M -6,864 -78%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$354K +$152K +679 +59%
SFI
507
Siemens Fonds Invest
Germany
$353K -$853K -3,814 -68%
William Blair & Company
508
William Blair & Company
Illinois
$353K -$17K -76 -4%
GAM
509
Groupama Asset Management
France
$343K -$14.3K -64 -3%
SIP
510
Stoneridge Investment Partners
Pennsylvania
$336K +$391K +1,746 New
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$333K -$462K -2,066 -54%
FPCP
512
Fort Point Capital Partners
California
$331K -$23.9K -107 -6%
RWM
513
Rockline Wealth Management
New York
$329K +$55K +246 +17%
NFSG
514
Newbridge Financial Services Group
Florida
$326K -$11.6K -52 -3%
VBCG
515
Valley Brook Capital Group
Pennsylvania
$324K +$36.9K +165 +11%
PWM
516
Prentice Wealth Management
New York
$322K -$5.82K -26 -2%
LOAMS
517
Lombard Odier Asset Management (Switzerland)
Switzerland
$321K +$373K +1,668 New
YCG
518
Yeomans Consulting Group
Georgia
$319K +$371K +1,658 New
EFS
519
Essex Financial Services
Connecticut
$315K +$8.5K +38 +2%
PAS
520
Park Avenue Securities
New York
$315K -$39.6K -177 -10%
OIA
521
OneDigital Investment Advisors
Kansas
$312K +$143K +641 +65%
O
522
Ossiam
France
$308K -$295K -1,319 -45%
OC
523
Oppenheimer & Co
New York
$306K +$63.8K +285 +22%
RS
524
Rakuten Securities
Japan
$302K -$15.9K -71 -4%
Empower Advisory Group
525
Empower Advisory Group
Colorado
$301K -$160K -715 -31%