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Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
801
Clear Creek Financial Management
Washington
$525K +$328K +3,482 +91%
VAS
802
Vestmark Advisory Solutions
Massachusetts
$524K -$368K -3,910 -35%
DA
803
Dover Advisors
Virginia
$521K +$6.87K +73 +2%
LOAMS
804
Lombard Odier Asset Management (Switzerland)
Switzerland
$518K -$872K -9,267 -56%
IC
805
IEQ Capital
California
$518K -$2.29M -24,362 -77%
MC
806
Middleton & Co
Massachusetts
$516K -$54.1K -575 -7%
AFG
807
Atomi Financial Group
New York
$509K -$140K -1,492 -17%
EHC
808
Everett Harris & Co
California
$507K -$184K -1,954 -22%
Optiver Holding
809
Optiver Holding
Netherlands
$506K +$663K +7,046 New
AFCM
810
Applied Finance Capital Management
Puerto Rico
$505K -$126K -1,338 -16%
IIA
811
Integral Investment Advisors
California
$504K +$370K +3,925 +127%
QPBE
812
Quintet Private Bank (Europe)
Luxembourg
$498K -$84.3K -895 -11%
HW
813
Hancock Whitney
Mississippi
$497K -$30.4K -323 -4%
KIA
814
Knollwood Investment Advisory
Maryland
$496K – – –
DWP
815
Daymark Wealth Partners
Ohio
$491K -$76.3K -810 -11%
AIC
816
Aurora Investment Counsel
Georgia
$490K +$642K +6,821 New
KTM
817
Keeler Thomas Management
Utah
$489K +$200K +2,129 +46%
PWP
818
Principle Wealth Partners
Connecticut
$482K – – –
MK
819
MASTERINVEST Kapitalanlage
$481K -$84.7K -900 -12%
WCM
820
Washington Capital Management
Washington
$480K – – –
BG
821
Bahl & Gaynor
Ohio
$479K -$329K -3,497 -34%
SCA
822
Snowden Capital Advisors
New York
$478K -$96.6K -1,026 -13%
AF
823
Allworth Financial
California
$478K -$5.57M -59,150 -90%
IIA
824
ICW Investment Advisors
Arizona
$478K -$4.52K -48 -0.7%
IAIM
825
International Assets Investment Management
Florida
$475K +$158K +1,676 +34%