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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
501
EverSource Wealth Advisors
Alabama
$295K -$18K -174 -6%
CPIG
502
Chicago Partners Investment Group
Illinois
$290K +$22.5K +218 +8%
TG
503
TCW Group
California
$290K +$284K +2,751 New
LAM
504
Longboard Asset Management
Arizona
$288K
CAG
505
Crestwood Advisors Group
Massachusetts
$287K +$53.7K +520 +24%
RPWA
506
Regent Peak Wealth Advisors
Georgia
$285K -$207 -2 -0.1%
EWM
507
Empirical Wealth Management
Washington
$285K +$280K +2,709 New
SCM
508
Stonehearth Capital Management
Massachusetts
$284K
FZCM
509
Flynn Zito Capital Management
New York
$280K +$103 +1 +0%
VSQM
510
V-Square Quantitative Management
Illinois
$278K +$273K +2,640 New
Cambridge Investment Research Advisors
511
Cambridge Investment Research Advisors
Iowa
$277K -$169K -1,640 -38%
PWM
512
Perigon Wealth Management
California
$277K +$3.61K +35 +1%
HW
513
Hancock Whitney
Mississippi
$276K
KeyBank National Association
514
KeyBank National Association
Ohio
$274K -$7.43K -72 -3%
IAA
515
Independent Advisor Alliance
North Carolina
$274K +$11K +107 +4%
BCWM
516
Bartlett & Co Wealth Management
Ohio
$274K
BFS
517
Bradley Foster & Sargent
Connecticut
$271K
Balyasny Asset Management
518
Balyasny Asset Management
Illinois
$267K +$262K +2,536 New
PP
519
Prudential plc
United Kingdom
$267K -$616K -5,962 -70%
SFI
520
Siemens Fonds Invest
Germany
$264K
AHB
521
Abner Herrman & Brock
New Jersey
$263K
MM
522
MQS Management
New York
$263K -$160K -1,553 -38%
ACA
523
Atlas Capital Advisors
Wyoming
$261K +$256K +2,475 New
CTC
524
Central Trust Company
Missouri
$261K +$723 +7 +0.3%
EFS
525
Essex Financial Services
Connecticut
$260K +$7.85K +76 +3%