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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
801
Steward Partners Investment Advisory
New York
$365K -$36.4K -773 -9%
PFG
802
PAX Financial Group
Texas
$360K -$78.9K -1,675 -17%
SFS
803
Stiles Financial Services
Minnesota
$360K -$15.1K -320 -4%
BFM
804
Boothbay Fund Management
New York
$360K +$377K +8,006 New
CI
805
Corient IA
Florida
$360K -$180K -3,825 -32%
PFP
806
Paragon Financial Partners
California
$360K
TPI
807
Trust Point Inc
Wisconsin
$359K -$69K -1,463 -15%
FRA
808
Frank Rimerman Advisors
California
$356K +$374K +7,927 New
SAM
809
Smartleaf Asset Management
Massachusetts
$355K +$150K +3,193 +67%
CASB
810
Cape Ann Savings Bank
Massachusetts
$354K +$371K +7,870 New
AC
811
AlphaCore Capital
California
$354K +$118K +2,501 +47%
SFS
812
Security Financial Services
Indiana
$349K +$365K +7,754 New
PCFFS
813
Pacific Center for Financial Services
California
$348K
Balyasny Asset Management
814
Balyasny Asset Management
Illinois
$342K -$34.9M -740,186 -99%
SCP
815
Sivia Capital Partners
California
$341K +$357K +7,576 New
LSA
816
Leonteq Securities AG
Switzerland
$340K +$173K +3,675 +95%
LA
817
Legacy Advisors
Pennsylvania
$339K +$356K +7,547 New
BFA
818
Buttonwood Financial Advisors
Maryland
$339K +$355K +7,530 New
FT
819
Fiduciary Trust
Massachusetts
$338K +$73.5K +1,559 +26%
OIA
820
OneDigital Investment Advisors
Kansas
$337K -$33.8K -717 -9%
SC
821
Savant Capital
Illinois
$336K -$14.3K -303 -4%
GKFF
822
George Kaiser Family Foundation
Oklahoma
$335K
PGCM
823
Prescott Group Capital Management
Oklahoma
$335K
RAM
824
RWC Asset Management
United Kingdom
$332K
PF
825
Phoenix Financial
Israel
$331K -$338K -7,163 -49%