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Name Holding Trade Value Shares
Change
Change in
Stake
HighPoint Advisor Group
851
HighPoint Advisor Group
Illinois
$887K -$76.6K -587 -8%
OWA
852
Outlook Wealth Advisors
Texas
$880K +$216K +1,659 +31%
MC
853
Middleton & Co
Massachusetts
$879K -$807K -6,184 -47%
MAS
854
Meeder Advisory Services
Ohio
$879K -$143K -1,095 -14%
CWM
855
Cordatus Wealth Management
Pennsylvania
$878K -$337K -2,584 -27%
AFCM
856
Applied Finance Capital Management
Puerto Rico
$874K +$42.4K +325 +5%
1SB
857
1ST Source Bank
Indiana
$873K -$65.3K -501 -7%
KIA
858
Knollwood Investment Advisory
Maryland
$869K – – –
HW
859
Hedeker Wealth
Illinois
$862K -$1.24M -9,518 -58%
MAP
860
Managed Asset Portfolios
Michigan
$853K -$211K -1,621 -19%
Meyer Handelman Company
861
Meyer Handelman Company
New York
$852K +$107K +823 +14%
PWM
862
Power Wealth Management
Georgia
$847K +$48K +368 +6%
LWM
863
Lyell Wealth Management
California
$845K -$5.03M -38,525 -85%
SRA
864
Secured Retirement Advisors
Minnesota
$844K +$875K +6,710 New
PWP
865
Principle Wealth Partners
Connecticut
$844K -$1.3K -10 -0.1%
Balyasny Asset Management
866
Balyasny Asset Management
Illinois
$842K +$873K +6,695 New
Empirical Wealth Management
867
Empirical Wealth Management
Washington
$842K -$1.44K -11 -0.2%
Quadrant Capital Group
868
Quadrant Capital Group
Ohio
$840K -$1.27M -9,732 -59%
R.M. Davis Inc
869
R.M. Davis Inc
Maine
$839K -$12.4M -95,159 -93%
CWA Asset Management Group
870
CWA Asset Management Group
Florida
$837K -$76.2K -584 -8%
Leonteq Securities AG
871
Leonteq Securities AG
Switzerland
$831K +$111K +852 +15%
MK
872
MASTERINVEST Kapitalanlage
$828K – – –
Baker Avenue Asset Management
873
Baker Avenue Asset Management
California
$828K -$238K -1,825 -22%
Eventide Asset Management
874
Eventide Asset Management
Massachusetts
$828K +$54.7K +419 +7%
QPBE
875
Quintet Private Bank (Europe)
Luxembourg
$827K -$81.9K -628 -9%