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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
801
Moneta Group Investment Advisors
Missouri
$366K -$4.9K -104 -1%
SPIA
802
Steward Partners Investment Advisory
New York
$365K -$36.4K -773 -9%
PFG
803
PAX Financial Group
Texas
$360K -$78.9K -1,675 -17%
SFS
804
Stiles Financial Services
Minnesota
$360K -$15.1K -320 -4%
BFM
805
Boothbay Fund Management
New York
$360K +$377K +8,006 New
CI
806
Corient IA
Florida
$360K -$180K -3,825 -32%
PFP
807
Paragon Financial Partners
California
$360K – – –
TPI
808
Trust Point Inc
Wisconsin
$359K -$69K -1,463 -15%
FRA
809
Frank Rimerman Advisors
California
$356K +$374K +7,927 New
SAM
810
Smartleaf Asset Management
Massachusetts
$355K +$150K +3,193 +67%
CASB
811
Cape Ann Savings Bank
Massachusetts
$354K +$371K +7,870 New
AC
812
AlphaCore Capital
California
$354K +$118K +2,501 +47%
SFS
813
Security Financial Services
Indiana
$349K +$365K +7,754 New
PCFFS
814
Pacific Center for Financial Services
California
$348K – – –
Balyasny Asset Management
815
Balyasny Asset Management
Illinois
$342K -$34.9M -740,186 -99%
SCP
816
Sivia Capital Partners
California
$341K +$357K +7,576 New
LSA
817
Leonteq Securities AG
Switzerland
$340K +$173K +3,675 +95%
LA
818
Legacy Advisors
Pennsylvania
$339K +$356K +7,547 New
BFA
819
Buttonwood Financial Advisors
Maryland
$339K +$355K +7,530 New
FT
820
Fiduciary Trust
Massachusetts
$338K +$73.5K +1,559 +26%
OIA
821
OneDigital Investment Advisors
Kansas
$337K -$33.8K -717 -9%
SC
822
Savant Capital
Illinois
$336K -$14.3K -303 -4%
GKFF
823
George Kaiser Family Foundation
Oklahoma
$335K – – –
PGCM
824
Prescott Group Capital Management
Oklahoma
$335K – – –
RAM
825
RWC Asset Management
United Kingdom
$332K – – –