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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
551
Snowden Capital Advisors
New York
$336K -$43.2K -433 -11%
FFP
552
FourThought Financial Partners
Florida
$335K -$6.68K -67 -2%
PP
553
Prudential plc
United Kingdom
$335K
CPBTD
554
Central Pacific Bank - Trust Division
Hawaii
$334K -$15K -150 -4%
SWM
555
Spire Wealth Management
Virginia
$328K +$236K +2,361 +210%
WIA
556
World Investment Advisors
California
$327K +$144K +1,439 +71%
William Blair & Company
557
William Blair & Company
Illinois
$326K +$346K +3,465 New
I
558
INVST
Indiana
$324K -$621K -6,225 -64%
PWMAG
559
Pinnacle Wealth Management Advisory Group
New Jersey
$324K -$100 -1 -0%
S
560
SignatureFD
Georgia
$319K +$1.9K +19 +0.6%
GCA
561
Greenwood Capital Associates
South Carolina
$315K -$310K -3,109 -48%
Balyasny Asset Management
562
Balyasny Asset Management
Illinois
$313K +$9.58K +96 +3%
AWC
563
Abundance Wealth Counselors
Pennsylvania
$310K +$328K +3,291 New
JSW
564
Journey Strategic Wealth
New Jersey
$308K +$4.49K +45 +1%
GT
565
Greenleaf Trust
Michigan
$307K +$1.3K +13 +0.4%
LFA
566
Legacy Financial Advisors
Kentucky
$305K +$70.9K +711 +28%
WC
567
Waterloo Capital
Texas
$304K -$20.5K -205 -6%
TCM
568
Traub Capital Management
Massachusetts
$304K
PCM
569
Prelude Capital Management
New York
$303K -$163K -1,635 -34%
KWM
570
Kingsview Wealth Management
Oregon
$295K +$313K +3,134 New
VT
571
Vise Technologies
New York
$295K
AF
572
Advisornet Financial
Minnesota
$295K +$100 +1 +0%
OP
573
Oslo Pensjonsforsikring
$290K +$308K +3,083 New
SL
574
Sentinus LLC
Illinois
$280K +$15.1K +151 +5%
CCM
575
Coldstream Capital Management
Washington
$279K +$13.6K +136 +5%