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Name Holding Trade Value Shares
Change
Change in
Stake
WWA
1076
Wingate Wealth Advisors
Massachusetts
$562K – – –
VHAM
1077
Van Hulzen Asset Management
California
$559K -$20.8K -100 -4%
OBWP
1078
O'Brien Wealth Partners
Massachusetts
$558K +$833 +4 +0.2%
NWMG
1079
National Wealth Management Group
Ohio
$558K +$488K +2,343 New
MFIM
1080
Mesirow Financial Investment Management
Illinois
$555K +$87.7K +421 +22%
SPC
1081
Sigma Planning Corp
Michigan
$552K +$5K +24 +1%
LSA
1082
Leonteq Securities AG
Switzerland
$550K +$61.2K +294 +15%
SWA
1083
SFMG Wealth Advisors
Texas
$549K +$1.25K +6 +0.3%
SC
1084
Solstein Capital
California
$549K +$9.58K +46 +2%
Capstone Investment Advisors
1085
Capstone Investment Advisors
New York
$549K -$1.99M -9,552 -81%
CC
1086
Cornerstone Capital
California
$548K – – –
TPW
1087
Transatlantique Private Wealth
New York
$548K +$479K +2,301 New
LAM
1088
Lakewood Asset Management
Illinois
$543K -$62.7K -301 -12%
NSIM
1089
North Star Investment Management
Illinois
$543K -$525K -2,521 -53%
AIM
1090
Athena Investment Management
California
$543K +$3.54K +17 +0.8%
SOS
1091
Silver Oak Securities
Tennessee
$542K +$4.58K +22 +1%
PA
1092
Probity Advisors
Texas
$538K -$14.8K -71 -3%
MP
1093
Moment Partners
California
$537K +$11.2K +54 +2%
SMA
1094
Sage Mountain Advisors
Georgia
$536K +$6.66K +32 +1%
IIA
1095
ICW Investment Advisors
Arizona
$534K +$27.3K +131 +6%
AC
1096
Apella Capital
Connecticut
$534K +$198K +953 +76%
Jane Street
1097
Jane Street
New York
$534K -$61M -292,952 -99%
BCM
1098
Brookstone Capital Management
Illinois
$533K +$72K +346 +18%
QWP
1099
Quotient Wealth Partners
Texas
$531K -$48.5K -233 -9%
QIM
1100
Quantitative Investment Management
Virginia
$531K +$465K +2,233 New