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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
576
Brighton Jones LLC
Washington
$945K -$379K -3,446 -28%
AFG
577
Atomi Financial Group
New York
$945K +$29.4K +267 +3%
MWM
578
Mission Wealth Management
California
$931K +$65.3K +594 +7%
HAG
579
HighPoint Advisor Group
Illinois
$923K +$45.5K +414 +5%
AWM
580
Apollon Wealth Management
South Carolina
$914K +$328K +2,985 +54%
GRP
581
Global Retirement Partners
California
$914K +$939K +8,540 New
WAM
582
Wolverine Asset Management
Illinois
$910K -$2.37M -21,500 -72%
AIM
583
Aigen Investment Management
New York
$900K +$925K +8,412 New
HNB
584
Huntington National Bank
Ohio
$866K +$208K +1,888 +30%
GIA
585
Gateway Investment Advisers
Ohio
$862K +$540K +4,906 +156%
IA
586
Intellus Advisors
Florida
$857K – – –
SIS
587
Strategic Investment Solutions
Illinois
$852K – – –
FAM
588
Fred Alger Management
New York
$845K -$1.81M -16,474 -68%
KCM
589
Kathmere Capital Management
Pennsylvania
$832K -$26.8K -244 -3%
PAP
590
Persistent Asset Partners
Hong Kong
$822K -$392K -3,565 -32%
MCM
591
MAI Capital Management
Ohio
$820K +$254K +2,311 +43%
AG
592
Ascent Group
Virginia
$805K -$50.1K -455 -6%
MSFP
593
Mark Sheptoff Financial Planning
Connecticut
$800K +$809K +7,350 +5,880%
CCM
594
Coldstream Capital Management
Washington
$800K +$113K +1,028 +16%
QT
595
Quantbot Technologies
New York
$797K +$819K +7,447 New
IC
596
IEQ Capital
California
$792K -$9.55M -86,797 -92%
LWAM
597
Legacy Wealth Asset Management
Minnesota
$789K -$9.9K -90 -1%
RMC
598
Resources Management Corp
Connecticut
$781K +$460K +4,180 +134%
HAIM
599
Hunter Associates Investment Management
Pennsylvania
$777K -$27.5K -250 -3%
NWWA
600
New Wave Wealth Advisors
Arkansas
$769K +$134K +1,217 +20%