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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
126
Coppell Advisory Solutions
Texas
$1.23K
SC
127
Stephens Consulting
Michigan
$986
MCM
128
MAI Capital Management
Ohio
$986 +$852 +150 New
TFA
129
Toth Financial Advisory
Virginia
$986 +$852 +150 New
SS
130
Sunbelt Securities
Texas
$685 -$1.7K -300 -75%
AWM
131
Avior Wealth Management
Nebraska
$670 -$1.11K -196 -66%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$657 -$2K -352 -78%
KB
133
Kimelman & Baird
New York
$657
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$657
SJIM
135
St. Johns Investment Management
Florida
$657
CPG
136
Cornerstone Planning Group
New Jersey
$565
LC
137
Lindbrook Capital
California
$480 -$108 -19 -21%
HFS
138
Hopwood Financial Services
Virginia
$460 +$398 +70 New
S
139
SignatureFD
Georgia
$453 -$676 -119 -63%
CWP
140
Clark Wealth Partners
Illinois
$420 +$364 +64 New
HI
141
Harbour Investments
Wisconsin
$131
CIAM
142
Caitong International Asset Management
Hong Kong
$105 +$91 +16 New
IA
143
IFP Advisors
Florida
$105 +$91 +16 New
NA
144
NewEdge Advisors
Louisiana
$92 -$187 -33 -70%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$20
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$13
FWM
147
FSA Wealth Management
Massachusetts
$7
GIA
148
GHP Investment Advisors
Colorado
$7
GCP
149
GSA Capital Partners
United Kingdom
-$855K -181,103 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
-$303K -64,164 Closed