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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
826
Pinnacle Wealth Planning Services
Ohio
$646K -$98.9K -1,070 -12%
MM
827
MQS Management
New York
$644K +$729K +7,878 New
MWM
828
Meridian Wealth Management
Kentucky
$642K +$106K +1,146 +17%
CQS
829
Credential Qtrade Securities
$641K +$7.21K +78 +1%
LPU
830
Lansdowne Partners (UK)
United Kingdom
$638K -$499K -5,401 -41%
SPIA
831
Steward Partners Investment Advisory
New York
$638K -$263K -2,839 -27%
ARI
832
Applied Research Investments
Delaware
$634K -$774K -8,371 -52%
IIC
833
Integrated Investment Consultants
Michigan
$625K -$42.4K -459 -6%
BFG
834
Beacon Financial Group
Texas
$621K -$23.4K -253 -3%
HAG
835
HighPoint Advisor Group
Illinois
$620K +$759K +8,211 New
RMAM
836
Raab & Moskowitz Asset Management
New Jersey
$618K -$79.3K -857 -10%
BCM
837
BTC Capital Management
Iowa
$613K -$1.39K -15 -0.2%
CL
838
CPWM LLC
Washington
$612K +$32.6K +352 +5%
QC
839
Quaero Capital
Switzerland
$611K -$867K -9,380 -56%
DWT
840
Dorsey & Whitney Trust
South Dakota
$611K -$195K -2,107 -22%
COI
841
Connable Office Inc
Michigan
$606K
NAM
842
Nissay Asset Management
Japan
$605K +$684K +7,398 New
SWP
843
Stratos Wealth Partners
Ohio
$604K +$30K +324 +5%
EF
844
Empowered Funds
Pennsylvania
$604K +$172K +1,857 +34%
HWMA
845
Heritage Wealth Management (Arizona)
Arizona
$603K +$43.5K +470 +7%
MFG
846
Merit Financial Group
Georgia
$602K +$464K +5,016 +213%
CS
847
Comerica Securities
Michigan
$599K -$152K -1,647 -18%
LCM
848
Lattice Capital Management
Washington
$594K
GAG
849
Goodman Advisory Group
Massachusetts
$593K -$1.83M -19,835 -73%
CCM
850
Coldstream Capital Management
Washington
$593K +$286K +3,096 +75%