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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Close Asset Management
United Kingdom
$568K – – –
MPPHD
602
Maloon Powers Pitre Higgins & Dennehy
California
$567K +$557K +4,721 New
NG
603
Norden Group
Utah
$567K +$76.1K +645 +16%
CI
604
CX Institutional
Indiana
$563K -$7.32K -62 -1%
BBNB
605
Baker Boyer National Bank
Washington
$558K -$3.76M -31,861 -87%
PWM
606
Perigon Wealth Management
California
$553K +$6.84K +58 +1%
FIA
607
Foundations Investment Advisors
Arizona
$551K +$10.3K +87 +2%
OP
608
Oslo Pensjonsforsikring
$545K – – –
C
609
Covestor
United Kingdom
$542K +$492K +4,173 +1,257%
AC
610
AlphaCore Capital
California
$541K +$531K +4,502 New
Jacobs Levy Equity Management
611
Jacobs Levy Equity Management
New Jersey
$535K +$313K +2,650 +147%
BC
612
Burney Company
Virginia
$532K -$619K -5,241 -54%
Balyasny Asset Management
613
Balyasny Asset Management
Illinois
$531K -$2.85M -24,171 -85%
VFA
614
Valeo Financial Advisors
Indiana
$529K +$25K +212 +5%
HC
615
Hamilton Capital
Ohio
$525K +$10.5K +89 +2%
7WCP
616
71 West Capital Partners
Massachusetts
$523K +$141K +1,198 +38%
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$521K -$3.15M -26,664 -86%
AU
618
AlphaGrep UK
$512K -$77.1K -653 -13%
HNB
619
Huntington National Bank
Ohio
$507K +$118 +1 +0%
IFG
620
Independent Financial Group
California
$501K +$35.5K +301 +8%
OAM
621
Ostrum Asset Management
France
$501K +$79.2K +671 +19%
CP
622
Capital Planning
Washington
$501K – – –
FFM
623
Forum Financial Management
Illinois
$500K +$944 +8 +0.2%
MWM
624
Modern Wealth Management
Kansas
$500K +$491K +4,163 New
BCM
625
Birmingham Capital Management
Alabama
$500K – – –