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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1326
Accredited Wealth Management
Kentucky
$1.37K – – –
WCM
1327
WealthTrak Capital Management
Virginia
$1.37K +$1.15K +7 +700%
RJA
1328
Ross\Johnson & Associates
Minnesota
$1.37K – – –
PPA
1329
Painted Porch Advisors
California
$1.37K +$1.31K +8 New
CIAM
1330
Caitong International Asset Management
Hong Kong
$1.2K -$160K -980 -99%
FFO
1331
Fortitude Family Office
Arizona
$1.2K -$25.5K -156 -96%
WA
1332
WestEnd Advisors
North Carolina
$1.03K +$655 +4 +200%
WCM
1333
Winthrop Capital Management
Indiana
$1K – – –
RF
1334
Robbins Farley
New Hampshire
$856 – – –
PWA
1335
Physician Wealth Advisors
Utah
$856 +$819 +5 New
NL
1336
NVWM LLC
Pennsylvania
$855 +$819 +5 New
CBT
1337
Crews Bank & Trust
Florida
$684 – – –
BHWM
1338
Bay Harbor Wealth Management
Maryland
$684 +$655 +4 New
PS
1339
PayPay Securities
Japan
$663 -$491 -3 -50%
HIA
1340
HFM Investment Advisors
New Jersey
$514 +$491 +3 New
TFM
1341
TFC Financial Management
Massachusetts
$514 +$491 +3 New
PWA
1342
Principia Wealth Advisory
Texas
$492 – – –
FMP
1343
Financial Management Professionals
Texas
$342 – – –
BFS
1344
Bare Financial Services
Pennsylvania
$342 +$327 +2 New
CWA
1345
Carolina Wealth Advisors
South Carolina
$171 – – –
FC
1346
Fairscale Capital
New Hampshire
$171 – – –
HHGA
1347
Halbert Hargrove Global Advisors
California
$42 – – –
CCMI
1348
Creative Capital Management Investments
California
$38 – – –
EWP
1349
Elevation Wealth Partners
California
$9 – – –
Balyasny Asset Management
1350
Balyasny Asset Management
Illinois
– -$32.1M -189,757 Closed