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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
851
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$557K +$57.1K +1,209 +12%
IIC
852
Integrated Investment Consultants
Michigan
$555K
CI
853
Cigna Investments
Connecticut
$552K
GIM
854
Goelzer Investment Management
Indiana
$552K +$3.64K +77 +0.7%
BAM
855
Berkshire Asset Management
Pennsylvania
$551K +$28K +592 +6%
BST
856
Bath Savings Trust
Maine
$550K -$9.45K -200 -2%
LCWP
857
Legacy Capital Wealth Partners
Arkansas
$550K -$15.8K -335 -3%
AWM
858
AE Wealth Management
Kansas
$548K +$146K +3,100 +38%
CIS
859
Custom Index Systems
New York
$548K +$152K +3,214 +40%
DSC
860
Duncker Streett & Co
Missouri
$543K
GRP
861
Global Retirement Partners
California
$543K -$86.5K -1,831 -14%
HIIFS
862
Harel Insurance Investments & Financial Services
Israel
$542K +$524K +11,086 New
Balyasny Asset Management
863
Balyasny Asset Management
Illinois
$539K -$44.8M -947,820 -99%
MWM
864
Modern Wealth Management
Kansas
$538K -$11.2K -236 -2%
BCWM
865
Bartlett & Co Wealth Management
Ohio
$534K +$90K +1,904 +21%
FM
866
Family Management
New York
$534K -$393K -8,318 -43%
PVI
867
Pine Valley Investments
New Jersey
$527K -$90.6K -1,917 -15%
WA
868
Wealth Alliance
New York
$525K +$2.98K +63 +0.6%
EH
869
Equitable Holdings
New York
$524K +$15.9K +336 +3%
CIC
870
Carnegie Investment Counsel
Ohio
$523K +$37.2K +788 +8%
PA
871
Pinnacle Associates
New York
$516K
CW
872
CreativeOne Wealth
Kansas
$512K +$493K +10,434 New
AAS
873
Annex Advisory Services
Wisconsin
$510K -$8.03K -170 -2%
PWAM
874
Private Wealth Asset Management
Iowa
$509K
FLPIM
875
F.L. Putnam Investment Management
Massachusetts
$505K -$63.7K -1,349 -12%