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Name Holding Trade Value Shares
Change
Change in
Stake
FI
676
FormulaFolio Investments
Michigan
$908K
WCM
677
Weld Capital Management
New York
$905K +$1.3M +271,080 New
MCM
678
Mitchell Capital Management
Kansas
$901K +$1.1M +230,000 +575%
TVWM
679
Tower View Wealth Management
Wisconsin
$900K +$11.1K +2,320 +0.9%
FQ
680
First Quadrant
California
$899K -$5.29M -1,105,960 -80%
HW
681
Hedeker Wealth
Illinois
$895K -$255K -53,240 -17%
1WA
682
180 Wealth Advisors
Washington
$891K
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$889K +$271K +56,600 +27%
GFP
684
Gryphon Financial Partners
Ohio
$886K +$326K +68,040 +51%
DT
685
Diversified Trust
Tennessee
$886K +$1.27M +265,320 New
Group One Trading
686
Group One Trading
Illinois
$885K +$1.16M +243,360 +1,116%
GWM
687
Geneos Wealth Management
Colorado
$880K +$49K +10,240 +4%
RFC
688
Regions Financial Corp
Alabama
$879K +$5.74K +1,200 +0.5%
GI
689
GAMCO Investors
Connecticut
$875K -$1.22M -254,720 -49%
IC
690
Intersect Capital
California
$872K +$395K +82,600 +46%
JGC
691
J. Goldman & Co
New York
$868K +$1.24M +260,120 New
NNP
692
Nachman Norwood & Parrott
South Carolina
$867K +$1.24M +259,920 New
BA
693
Bristlecone Advisors
Washington
$864K +$90.9K +19,000 +8%
SCA
694
STALEY CAPITAL ADVISERS
Pennsylvania
$861K +$278K +58,120 +29%
DPIM
695
Duff & Phelps Investment Management
Illinois
$858K
PCIA
696
Prime Capital Investment Advisors
Kansas
$852K -$3.04M -634,960 -71%
PG
697
Patten Group
Tennessee
$852K -$159K -33,200 -12%
PCM
698
Penserra Capital Management
California
$850K -$7.7M -1,609,640 -86%
OAM
699
Occidental Asset Management
California
$848K +$198K +41,360 +19%
BRC
700
Bell Rock Capital
Delaware
$842K +$700K +146,280 +138%