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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
551
Fi3 Financial Advisors
Indiana
$337K -$12.7K -127 -3%
SCA
552
Snowden Capital Advisors
New York
$336K -$43.2K -433 -11%
FFP
553
FourThought Financial Partners
Florida
$335K -$6.68K -67 -2%
PP
554
Prudential plc
United Kingdom
$335K – – –
CPBTD
555
Central Pacific Bank - Trust Division
Hawaii
$334K -$15K -150 -4%
SWM
556
Spire Wealth Management
Virginia
$328K +$236K +2,361 +210%
WIA
557
World Investment Advisors
California
$327K +$144K +1,439 +71%
William Blair & Company
558
William Blair & Company
Illinois
$326K +$346K +3,465 New
I
559
INVST
Indiana
$324K -$621K -6,225 -64%
PWMAG
560
Pinnacle Wealth Management Advisory Group
New Jersey
$324K -$100 -1 -0%
S
561
SignatureFD
Georgia
$319K +$1.9K +19 +0.6%
GCA
562
Greenwood Capital Associates
South Carolina
$315K -$310K -3,109 -48%
Balyasny Asset Management
563
Balyasny Asset Management
Illinois
$313K +$9.58K +96 +3%
AWC
564
Abundance Wealth Counselors
Pennsylvania
$310K +$328K +3,291 New
JSW
565
Journey Strategic Wealth
New Jersey
$308K +$4.49K +45 +1%
GT
566
Greenleaf Trust
Michigan
$307K +$1.3K +13 +0.4%
LFA
567
Legacy Financial Advisors
Kentucky
$305K +$70.9K +711 +28%
WC
568
Waterloo Capital
Texas
$304K -$20.5K -205 -6%
TCM
569
Traub Capital Management
Massachusetts
$304K – – –
PCM
570
Prelude Capital Management
New York
$303K -$163K -1,635 -34%
KWM
571
Kingsview Wealth Management
Oregon
$295K +$313K +3,134 New
VT
572
Vise Technologies
New York
$295K – – –
AF
573
Advisornet Financial
Minnesota
$295K +$100 +1 +0%
OP
574
Oslo Pensjonsforsikring
$290K +$308K +3,083 New
SL
575
Sentinus LLC
Illinois
$280K +$15.1K +151 +5%