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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
476
Kingsview Wealth Management
Oregon
$426K -$11.7K -629 -3%
PDL
477
Portfolio Design Labs
California
$423K +$165K +8,867 +76%
PCA
478
Pallas Capital Advisors
Massachusetts
$420K +$379K +20,350 New
IA
479
IFP Advisors
Florida
$420K +$57.2K +3,075 +18%
CC
480
Centiva Capital
New York
$418K +$377K +20,244 New
VT
481
Vise Technologies
New York
$416K +$32.8K +1,764 +10%
HAI
482
Hennessy Advisors Inc
California
$413K +$372K +20,000 New
ORC
483
O'Rourke & Company
Massachusetts
$411K -$29.5K -1,584 -7%
DWP
484
Daymark Wealth Partners
Ohio
$410K +$8.29K +445 +2%
IPWA
485
International Private Wealth Advisors
California
$403K -$2.36K -127 -0.6%
PA
486
Pinnacle Associates
New York
$402K -$101K -5,434 -22%
PCG
487
Prosperity Consulting Group
Maryland
$400K +$50.5K +2,710 +16%
HW
488
Hancock Whitney
Mississippi
$394K -$93 -5 -0%
SG
489
StoneX Group
New York
$392K -$118K -6,347 -25%
WPC
490
Wedmont Private Capital
Pennsylvania
$382K +$48.9K +2,625 +17%
BP
491
Ballentine Partners
Massachusetts
$381K -$20.4K -1,096 -6%
GAM
492
Gotham Asset Management
New York
$377K +$19.8K +1,066 +6%
PWS
493
Proactive Wealth Strategies
Georgia
$375K +$3.29K +177 +1%
SWM
494
Shakespeare Wealth Management
Wisconsin
$374K – – –
MFA
495
Mayflower Financial Advisors
Massachusetts
$369K +$60.4K +3,246 +22%
Balyasny Asset Management
496
Balyasny Asset Management
Illinois
$368K -$51.3M -2,754,013 -99%
SWA
497
Sax Wealth Advisors
New Jersey
$366K +$134K +7,204 +68%
FFG
498
Fortress Financial Group
Minnesota
$363K +$3.22K +173 +1%
LA
499
Lynch & Associates
Indiana
$361K -$46.5K -2,500 -13%
TE
500
Tema ETFs
New York
$360K -$968 -52 -0.3%