Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
776
Hurlow Wealth Management Group
Indiana
$276K -$59.6K -302 -17%
MCM
777
Mitchell Capital Management
Kansas
$276K +$30.4K +154 +11%
NWP
778
Northstar Wealth Partners
Connecticut
$273K – – –
LWCFA
779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K -$191K -970 -38%
HKAM
780
Horizon Kinetics Asset Management
New York
$262K -$29.6K -150 -9%
RC
781
RegentAtlantic Capital
New Jersey
$262K +$1.97K +10 +0.7%
KFGK
782
Keystone Financial Group (Kentucky)
Kentucky
$261K -$34.3K -174 -10%
HPWM
783
Highland Private Wealth Management
Washington
$261K -$10.3K -52 -3%
ATIA
784
American Trust Investment Advisors
New Hampshire
$261K +$13.6K +69 +5%
AP
785
Atwood & Palmer
Missouri
$260K – – –
AWM
786
AllSquare Wealth Management
New York
$259K – – –
BHA
787
Beech Hill Advisors
New York
$259K – – –
LNC
788
Lincoln National Corp
Pennsylvania
$259K +$40.1K +203 +16%
Balyasny Asset Management
789
Balyasny Asset Management
Illinois
$258K -$28M -141,812 -99%
QCG
790
Quadrant Capital Group
Ohio
$258K -$505K -2,559 -63%
FNBT
791
FineMark National Bank & Trust
Florida
$257K -$29.4K -149 -9%
AWM
792
Aberdeen Wealth Management
Illinois
$257K – – –
IAIM
793
International Assets Investment Management
Florida
$257K +$293K +1,487 New
TC
794
TownSquare Capital
Utah
$256K +$67.7K +343 +32%
V
795
VeraBank
Texas
$254K +$290K +1,472 New
MAM
796
Meeder Asset Management
Ohio
$252K +$74.6K +378 +35%
PS
797
Portfolio Solutions
Michigan
$251K – – –
MCM
798
MAI Capital Management
Ohio
$251K +$21.9K +111 +8%
HCA
799
Hyperion Capital Advisors
New York
$249K – – –
EI
800
Ethic Inc
New York
$248K -$45.6K -231 -14%