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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K -$191K -970 -38%
HKAM
777
Horizon Kinetics Asset Management
New York
$262K -$29.6K -150 -9%
RC
778
RegentAtlantic Capital
New Jersey
$262K +$1.97K +10 +0.7%
KFGK
779
Keystone Financial Group (Kentucky)
Kentucky
$261K -$34.3K -174 -10%
HPWM
780
Highland Private Wealth Management
Washington
$261K -$10.3K -52 -3%
ATIA
781
American Trust Investment Advisors
New Hampshire
$261K +$13.6K +69 +5%
AP
782
Atwood & Palmer
Missouri
$260K
AWM
783
AllSquare Wealth Management
New York
$259K
BHA
784
Beech Hill Advisors
New York
$259K
LNC
785
Lincoln National Corp
Pennsylvania
$259K +$40.1K +203 +16%
Balyasny Asset Management
786
Balyasny Asset Management
Illinois
$258K -$28M -141,812 -99%
QCG
787
Quadrant Capital Group
Ohio
$258K -$505K -2,559 -63%
FNBT
788
FineMark National Bank & Trust
Florida
$257K -$29.4K -149 -9%
AWM
789
Aberdeen Wealth Management
Illinois
$257K
IAIM
790
International Assets Investment Management
Florida
$257K +$293K +1,487 New
TC
791
TownSquare Capital
Utah
$256K +$67.7K +343 +32%
V
792
VeraBank
Texas
$254K +$290K +1,472 New
MAM
793
Meeder Asset Management
Ohio
$252K +$74.6K +378 +35%
PS
794
Portfolio Solutions
Michigan
$251K
MCM
795
MAI Capital Management
Ohio
$251K +$21.9K +111 +8%
HCA
796
Hyperion Capital Advisors
New York
$249K
EI
797
Ethic Inc
New York
$248K -$45.6K -231 -14%
WMA
798
Wealth Management Associates
New Jersey
$247K
1WA
799
180 Wealth Advisors
Washington
$246K +$296K +1,499 New
WP
800
WealthShield Partners
North Carolina
$244K -$304K -1,538 -53%