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Name Holding Trade Value Shares
Change
Change in
Stake
OIMU
476
Osmosis Investment Management UK
United Kingdom
$356K +$359K +2,500 New
CL
477
Choreo LLC
Illinois
$352K -$34.9K -243 -9%
SF
478
Sun Financial
Utah
$350K +$353K +2,457 New
HW
479
Hamilton Wealth
California
$350K
PNFS
480
PW Nova Financial Services
Pennsylvania
$347K +$343K +2,388 New
SC
481
Syon Capital
California
$342K +$106K +736 +44%
IAA
482
Independent Advisor Alliance
North Carolina
$339K -$11.5K -80 -3%
Balyasny Asset Management
483
Balyasny Asset Management
Illinois
$337K -$18.1M -125,866 -98%
PGF
484
Plan Group Financial
Oklahoma
$335K -$95K -661 -22%
TE
485
Tema ETFs
New York
$334K -$575 -4 -0.2%
UCFA
486
United Capital Financial Advisors
Texas
$334K -$39.4K -274 -10%
MAS
487
Meeder Advisory Services
Ohio
$332K +$21.8K +152 +7%
A
488
AlphaQuest
New York
$331K -$63.1K -439 -16%
GAM
489
Grandview Asset Management
Pennsylvania
$329K -$51.9K -361 -14%
IFWM
490
Institute for Wealth Management
Colorado
$328K -$1.73K -12 -0.5%
MCC
491
Malaga Cove Capital
California
$324K -$7.76K -54 -2%
FGP
492
Freestone Grove Partners
California
$322K -$14.6M -101,370 -98%
PA
493
Pinnacle Associates
New York
$321K +$36.2K +252 +13%
VC
494
VarCov Co
Connecticut
$320K +$323K +2,246 New
SFI
495
Siemens Fonds Invest
Germany
$320K
CWM
496
Calamos Wealth Management
Illinois
$319K +$4.89K +34 +2%
FT
497
Fiduciary Trust
Massachusetts
$311K +$27.4K +191 +10%
SWP
498
Stratos Wealth Partners
Ohio
$311K -$457K -3,179 -59%
WW
499
Westshore Wealth
California
$306K
Lazard Asset Management
500
Lazard Asset Management
New York
$303K -$15.7K -109 -5%