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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Mindset Wealth Management
Indiana
$539K +$50.6K +168 +11%
CC
1002
Chicago Capital
Illinois
$537K – – –
FTWA
1003
Fifth Third Wealth Advisors
Ohio
$535K +$10.8K +36 +2%
DZ Bank
1004
DZ Bank
Germany
$530K -$1.38M -4,575 -74%
MWM
1005
Modera Wealth Management
New Jersey
$529K -$58.7K -195 -11%
MGAM
1006
McGowan Group Asset Management
Texas
$522K +$301 +1 +0.1%
LPFG
1007
Landing Point Financial Group
Ohio
$521K – – –
CIA
1008
Capital Investment Advisors
Georgia
$521K +$129K +427 +37%
SAI
1009
Systematic Alpha Investments
New Jersey
$520K – – –
GJWM
1010
Gilliland Jeter Wealth Management
Arkansas
$520K +$301 +1 +0.1%
SCM
1011
Shelton Capital Management
Colorado
$517K -$10.8K -36 -2%
Wolverine Trading
1012
Wolverine Trading
Illinois
$514K -$57M -189,154 -99%
AP
1013
Appleton Partners
Massachusetts
$513K -$13.6K -45 -3%
HFM
1014
Harvest Fund Management
China
$510K +$466K +1,548 New
ALAM
1015
Asahi Life Asset Management
Japan
$510K – – –
PWA
1016
Provenance Wealth Advisors
Florida
$510K – – –
FIB
1017
First Interstate Bank
Montana
$509K +$19.6K +65 +4%
CWM
1018
Cornerstone Wealth Management
Missouri
$509K -$27.1K -90 -6%
CWS
1019
Confluence Wealth Services
Pennsylvania
$507K -$2.11K -7 -0.5%
WAM
1020
Wakefield Asset Management
Colorado
$505K +$463K +1,536 New
HPM
1021
Hudson Portfolio Management
New York
$504K – – –
PAS
1022
Professional Advisory Services
Florida
$502K – – –
BFM
1023
Boothbay Fund Management
New York
$502K -$5.1M -16,935 -92%
MC
1024
Middleton & Co
Massachusetts
$501K – – –
CAG
1025
Crestwood Advisors Group
Massachusetts
$501K -$45.2K -150 -9%