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Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
1601
Balyasny Asset Management
Illinois
$392K -$32M -188,582 -99%
PFM
1602
Peak Financial Management
Massachusetts
$390K +$169 +1 +0%
HBW
1603
Hazlett, Burt & Watson
West Virginia
$390K +$42.2K +249 +14%
CWP
1604
Core Wealth Partners
California
$390K +$4.24K +25 +1%
HAS
1605
HBW Advisory Services
California
$389K -$16.9K -100 -5%
CPA
1606
Capital Performance Advisors
California
$389K +$349K +2,061 New
IWP
1607
Invenio Wealth Partners
Florida
$387K +$8.81K +52 +3%
PCP
1608
Proficio Capital Partners
Massachusetts
$387K -$178K -1,048 -34%
WB
1609
Webster Bank
Connecticut
$386K -$122K -722 -26%
Hardman Johnston Global Advisors
1610
Hardman Johnston Global Advisors
Connecticut
$386K – – –
WW
1611
Waterfront Wealth
Kansas
$386K +$61.7K +364 +20%
BC
1612
Barrett & Company
Rhode Island
$385K -$5.08K -30 -1%
BA
1613
Ballast Advisors
Minnesota
$385K -$7.12K -42 -2%
KFG
1614
Kingdom Financial Group
Arizona
$384K +$508 +3 +0.1%
SWA
1615
SFMG Wealth Advisors
Texas
$384K +$508 +3 +0.1%
WCWM
1616
Willow Creek Wealth Management
California
$384K +$5.93K +35 +2%
RFM
1617
Royal Fund Management
Florida
$384K +$345K +2,036 New
CAM
1618
Cidel Asset Management
Ontario, Canada
$384K -$58.8K -347 -15%
FNT
1619
First Nebraska Trust
Nebraska
$382K – – –
AWAG
1620
ARS Wealth Advisors Group
Florida
$381K -$3.73K -22 -1%
CAAS
1621
Capital Asset Advisory Services
Michigan
$381K +$4.24K +25 +1%
SNS Financial Group
1622
SNS Financial Group
Minnesota
$380K +$1.35K +8 +0.4%
Alpha Cubed Investments
1623
Alpha Cubed Investments
California
$380K +$54.9K +324 +19%
MCM
1624
Maple Capital Management
Vermont
$379K -$30.8K -182 -8%
PFSC
1625
Peoples Financial Services Corp
Pennsylvania
$378K -$136K -800 -29%