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Name Holding Trade Value Shares
Change
Change in
Stake
PDL
476
Portfolio Design Labs
California
$423K +$165K +8,867 +76%
PCA
477
Pallas Capital Advisors
Massachusetts
$420K +$379K +20,350 New
IA
478
IFP Advisors
Florida
$420K +$57.2K +3,075 +18%
CC
479
Centiva Capital
New York
$418K +$377K +20,244 New
VT
480
Vise Technologies
New York
$416K +$32.8K +1,764 +10%
HAI
481
Hennessy Advisors Inc
California
$413K +$372K +20,000 New
ORC
482
O'Rourke & Company
Massachusetts
$411K -$29.5K -1,584 -7%
DWP
483
Daymark Wealth Partners
Ohio
$410K +$8.29K +445 +2%
IPWA
484
International Private Wealth Advisors
California
$403K -$2.36K -127 -0.6%
PA
485
Pinnacle Associates
New York
$402K -$101K -5,434 -22%
PCG
486
Prosperity Consulting Group
Maryland
$400K +$50.5K +2,710 +16%
HW
487
Hancock Whitney
Mississippi
$394K -$93 -5 -0%
SG
488
StoneX Group
New York
$392K -$118K -6,347 -25%
WPC
489
Wedmont Private Capital
Pennsylvania
$382K +$48.9K +2,625 +17%
BP
490
Ballentine Partners
Massachusetts
$381K -$20.4K -1,096 -6%
GAM
491
Gotham Asset Management
New York
$377K +$19.8K +1,066 +6%
PWS
492
Proactive Wealth Strategies
Georgia
$375K +$3.29K +177 +1%
SWM
493
Shakespeare Wealth Management
Wisconsin
$374K
MFA
494
Mayflower Financial Advisors
Massachusetts
$369K +$60.4K +3,246 +22%
Balyasny Asset Management
495
Balyasny Asset Management
Illinois
$368K -$51.3M -2,754,013 -99%
SWA
496
Sax Wealth Advisors
New Jersey
$366K +$134K +7,204 +68%
FFG
497
Fortress Financial Group
Minnesota
$363K +$3.22K +173 +1%
LA
498
Lynch & Associates
Indiana
$361K -$46.5K -2,500 -13%
TE
499
Tema ETFs
New York
$360K -$968 -52 -0.3%
COI
500
Connable Office Inc
Michigan
$360K -$258K -13,879 -44%