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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
676
Meeder Advisory Services
Ohio
$547K +$26.9K +138 +5%
GFG
677
Greystone Financial Group
Michigan
$538K +$77.7K +398 +18%
MCM
678
Manchester Capital Management
Vermont
$536K +$10.9K +56 +2%
Balyasny Asset Management
679
Balyasny Asset Management
Illinois
$535K -$42.1M -215,711 -99%
JAG
680
Journey Advisory Group
Kentucky
$532K -$92.7K -475 -15%
NAS
681
Nicolet Advisory Services
Wisconsin
$528K -$40K -205 -8%
SC
682
SRB Corp
Massachusetts
$525K
VDBMI
683
Van Den Berg Management I
Texas
$522K -$121K -620 -20%
BG
684
Bahl & Gaynor
Ohio
$522K
LA
685
Latitude Advisors
Florida
$520K -$2.93K -15 -0.6%
T
686
TOBAM
France
$517K -$91.7K -470 -16%
LFA
687
Legacy Financial Advisors
Kentucky
$513K +$24.4K +125 +5%
VVP
688
Venture Visionary Partners
Ohio
$512K +$195 +1 +0%
SCM
689
Stevens Capital Management
Pennsylvania
$505K -$843K -4,320 -64%
SW
690
SVB Wealth
Massachusetts
$504K +$98.6K +505 +26%
CIC
691
Cutler Investment Counsel
Oregon
$503K
OWP
692
Obermeyer Wealth Partners
Colorado
$503K
EWM
693
Evercore Wealth Management
New York
$503K +$2.34K +12 +0.5%
MG
694
Mather Group
Illinois
$502K +$6.25K +32 +1%
AIMCA
695
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$493K
GC
696
Globeflex Capital
California
$493K
DA
697
Denali Advisors
California
$493K +$468K +2,400 New
EWM
698
Elmwood Wealth Management
California
$492K -$699K -3,582 -60%
MCCP
699
Mission Creek Capital Partners
California
$490K -$30.8K -158 -6%
FCI
700
Financial Counselors Inc
Kansas
$489K -$57.4K -294 -11%