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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
726
Perigon Wealth Management
California
$296K +$129K +4,079 +62%
CAAS
727
Capital Asset Advisory Services
Michigan
$292K -$11.3K -356 -3%
GF
728
Gabelli Funds
New York
$291K – – –
Balyasny Asset Management
729
Balyasny Asset Management
Illinois
$291K +$332K +10,498 New
GVAG
730
Great Valley Advisor Group
Delaware
$290K -$28.1K -887 -8%
AAS
731
Ameritas Advisory Services
Nebraska
$289K +$11.9K +376 +4%
SVWAG
732
Sound View Wealth Advisors Group
Georgia
$289K +$3.54K +112 +1%
EH
733
Equitable Holdings
New York
$288K +$50K +1,581 +18%
WPA
734
West Paces Advisors
Georgia
$286K +$22K +694 +7%
SAM
735
Smartleaf Asset Management
Massachusetts
$286K +$26.5K +839 +9%
PCA
736
Pallas Capital Advisors
Massachusetts
$286K +$327K +10,323 New
JWCA
737
J.W. Coons Advisors
Ohio
$284K +$122K +3,871 +61%
IB
738
Intrust Bank
Kansas
$284K – – –
AAIS
739
ABN AMRO Investment Solutions
$283K -$221K -7,000 -41%
AWM
740
Angeles Wealth Management
California
$282K -$2.47K -78 -0.8%
FFG
741
Fiduciary Financial Group
California
$282K +$128K +4,057 +49%
AWE
742
Avidian Wealth Enterprises
Texas
$281K +$82.4K +2,606 +34%
WIA
743
World Investment Advisors
California
$281K +$60K +1,898 +23%
OPA
744
Old Port Advisors
Maine
$281K +$538 +17 +0.2%
ST
745
Spinnaker Trust
Maine
$279K – – –
CTA
746
Camelot Technology Advisors
California
$279K – – –
OIA
747
OneDigital Investment Advisors
Kansas
$279K +$31.2K +985 +11%
AWM
748
Axxcess Wealth Management
California
$277K -$14K -442 -4%
Empower Advisory Group
749
Empower Advisory Group
Colorado
$273K +$5.7K +180 +2%
OC
750
Oakworth Capital
Alabama
$272K – – –