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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
551
Brookstone Capital Management
Illinois
$683K -$156K -769 -19%
AP
552
AtonRa Partners
Switzerland
$682K -$278K -1,371 -29%
APWM
553
Atlas Private Wealth Management
New York
$681K +$8.11K +40 +1%
SCA
554
Snowden Capital Advisors
New York
$676K -$59K -291 -8%
TMAM
555
Tokio Marine Asset Management
Japan
$671K +$62.7K +309 +10%
KFA
556
Kelleher Financial Advisors
New York
$666K -$6.9K -34 -1%
BA
557
Bridgewater Associates
Connecticut
$659K -$4.06K -20 -0.6%
UOC
558
UBS O'Connor
Illinois
$653K -$3.11M -15,319 -83%
QIM
559
Quantitative Investment Management
Virginia
$647K -$1.47M -7,261 -70%
CA
560
Cetera Advisors
Colorado
$644K +$638K +3,144 New
PAG
561
Private Advisor Group
New Jersey
$641K +$355K +1,752 +19%
GT
562
Greenleaf Trust
Michigan
$639K +$608 +3 +0.1%
MAS
563
Meeder Advisory Services
Ohio
$635K +$629K +3,101 New
FB
564
Fulton Bank
Pennsylvania
$634K -$34.3K -169 -5%
NA
565
NewEdge Advisors
Louisiana
$632K +$133K +658 +4%
BIM
566
Baldwin Investment Management
Pennsylvania
$630K -$38.9K -192 -6%
EMG
567
ETF Managers Group
New Jersey
$630K +$22.7K +112 +4%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$623K -$165K -816 -21%
VWA
569
V Wealth Advisors
Kansas
$622K +$267K +1,318 +77%
CP
570
Cumberland Partners
Ontario, Canada
$615K -$254K -1,250 -29%
SCI
571
S&CO Inc
Massachusetts
$614K – – –
SAM
572
Strategy Asset Managers
California
$609K -$21.1K -104 -3%
BC
573
Bowman & Company
Wisconsin
$608K +$57K +281 +10%
SCM
574
Suvretta Capital Management
New York
$606K -$71.9M -354,726 -99%
PWM
575
Perigon Wealth Management
California
$597K +$117K +577 +25%