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Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
776
Ballentine Partners
Massachusetts
$770K +$116K +390 +20%
Zacks Investment Management
777
Zacks Investment Management
Illinois
$769K +$268K +905 +62%
GAMMA Investing
778
GAMMA Investing
California
$768K +$191K +644 +37%
Balyasny Asset Management
779
Balyasny Asset Management
Illinois
$768K -$11.4M -38,630 -94%
RWA Wealth Partners
780
RWA Wealth Partners
Massachusetts
$759K -$28.4K -96 -4%
KIA
781
Knollwood Investment Advisory
Maryland
$750K – – –
IFWM
782
Institute for Wealth Management
Colorado
$748K -$17.8K -60 -3%
ADIM
783
Alpha DNA Investment Management
Maryland
$748K +$684K +2,310 New
HH
784
Hilltop Holdings
Texas
$747K -$2.96K -10 -0.4%
CP
785
Castleview Partners
Texas
$746K +$21.3K +72 +3%
VI
786
Versor Investments
New York
$745K -$1.7M -5,724 -71%
CNTOF
787
Canandaigua National Trust of Florida
New York
$739K +$676K +2,283 New
CA
788
Crumly & Associates
Illinois
$736K -$6.52K -22 -1%
DBRC
789
D.B. Root & Company
Pennsylvania
$733K -$236K -796 -26%
IAS
790
Investment Advisory Services
Texas
$732K -$18.4K -62 -3%
PI
791
PFG Investments
New York
$725K +$144K +485 +28%
MFC
792
Mechanics Financial Corp
Ohio
$725K +$16.3K +55 +3%
EFMC
793
Empire Financial Management Company
New York
$723K -$16K -54 -2%
SMC
794
Smith, Moore & Co
Missouri
$722K -$113K -380 -15%
KC
795
Knuff & Co
California
$717K – – –
LC
796
Lindbrook Capital
California
$715K -$2.07K -7 -0.3%
TC
797
Truvestments Capital
Florida
$715K +$67.2K +227 +11%
MGO One Seven
798
MGO One Seven
Ohio
$712K +$15.7K +53 +2%
Atlantic Union Bankshares
799
Atlantic Union Bankshares
Virginia
$709K – – –
Confluence Wealth Services
800
Confluence Wealth Services
Pennsylvania
$708K -$362K -1,221 -36%