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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
451
Kingsview Wealth Management
Oregon
$1.56M +$337K +5,002 +31%
MWM
452
Mission Wealth Management
California
$1.56M +$36.4K +540 +3%
FCI
453
Financial Counselors Inc
Kansas
$1.56M -$228K -3,386 -14%
WA
454
Waverly Advisors
Alabama
$1.55M +$113K +1,682 +9%
LIM
455
Leavell Investment Management
Alabama
$1.54M +$6.06K +90 +0.4%
Balyasny Asset Management
456
Balyasny Asset Management
Illinois
$1.54M -$37.8M -561,340 -96%
GAG
457
GM Advisory Group
New York
$1.54M -$37.9K -562 -3%
AGWCA
458
Annis Gardner Whiting Capital Advisors
Florida
$1.53M
HA
459
Herold Advisors
New York
$1.53M +$539 +8 +0%
RSC
460
Red Spruce Capital
Pennsylvania
$1.52M +$17.8K +264 +1%
Capital Fund Management (CFM)
461
Capital Fund Management (CFM)
France
$1.51M +$1.39M +20,568 New
BIA
462
Barry Investment Advisors
Massachusetts
$1.51M +$15.2K +226 +1%
HFS
463
Hantz Financial Services
Michigan
$1.49M +$53.2K +790 +4%
Kovitz Investment Group Partners
464
Kovitz Investment Group Partners
Illinois
$1.49M +$748K +11,106 +120%
BEAM
465
Baker Ellis Asset Management
Washington
$1.49M +$222K +3,300 +19%
WB
466
WesBanco Bank
West Virginia
$1.48M -$41.4K -614 -3%
QIM
467
Quest Investment Management
Oregon
$1.47M
RIA
468
Recurrent Investment Advisors
Texas
$1.46M +$3.51M +52,088 New
Luther King Capital Management (LKCM)
469
Luther King Capital Management (LKCM)
Texas
$1.45M -$53.6K -795 -4%
BFIM
470
Beese Fulmer Investment Management
Ohio
$1.45M +$2.29K +34 +0.2%
OWP
471
Obermeyer Wealth Partners
Colorado
$1.43M +$12.9K +192 +1%
SIG
472
Stonegate Investment Group
Alabama
$1.43M +$474K +7,042 +56%
AWA
473
Aaron Wealth Advisors
Illinois
$1.43M +$49.2K +730 +4%
IDBONY
474
Israel Discount Bank of New York
New York
$1.42M
WFI
475
West Family Investments
California
$1.42M -$28.6K -425 -2%