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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
351
Root Financial Partners
California
$1.53K +$146 +16 +12%
EP
352
Essential Partners
California
$1.52K -$547 -60 -29%
HWA
353
Heritage Wealth Advisors
Virginia
$1.21K – – –
ZBNA
354
Zions Bancorporation, National Association
Utah
$1.1K +$949 +104 New
EF
355
Entrust Financial
Pennsylvania
$1.06K +$912 +100 New
CFO
356
CVA Family Office
Colorado
$1.02K – – –
NSIM
357
North Star Investment Management
Illinois
$803 – – –
TPCW
358
TD Private Client Wealth
New York
$793 – – –
CMBA
359
C.M. Bidwell & Associates
Hawaii
$793 +$684 +75 New
JWA
360
JFS Wealth Advisors
Pennsylvania
$762 – – –
MAM
361
Marquette Asset Management
Minnesota
$698 +$602 +66 New
RF
362
Rossby Financial
Florida
$370 – – –
SAG
363
SageView Advisory Group
California
$318 +$274 +30 New
KFAS
364
Keating Financial Advisory Services
Kansas
$243 +$210 +23 New
SIC
365
SJS Investment Consulting
Ohio
$212 – – –
DF
366
Dunhill Financial
United Kingdom
$210 +$182 +20 New
SNB
367
Security National Bank
Nebraska
$190 +$164 +18 New
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$53 – – –
HIA
369
HFM Investment Advisors
New Jersey
$43 – – –
SS
370
Sunbelt Securities
Texas
$32 +$27 +3 New
MAM
371
Meeder Asset Management
Ohio
$11 -$2.09K -229 -100%
Balyasny Asset Management
372
Balyasny Asset Management
Illinois
– -$36.1M -4,501,724 Closed
PA
373
Proem Advisors
Texas
– -$6.83M -850,000 Closed
FBCM
374
Fort Baker Capital Management
California
– -$4.48M -557,901 Closed
TC
375
TwinBeech Capital
New York
– -$3.78M -471,281 Closed