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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
651
Roberts Capital Advisors
Colorado
$858K
JWCA
652
J.W. Coons Advisors
Ohio
$857K +$73.6K +185 +10%
SCM
653
Stonebridge Capital Management
California
$842K
SFA
654
Seneca Financial Advisors
New York
$842K -$39.8K -100 -5%
OFP
655
OLIO Financial Planning
Virginia
$830K
LA
656
LVW Advisors
New York
$825K +$157K +394 +25%
Balyasny Asset Management
657
Balyasny Asset Management
Illinois
$821K -$42.5M -106,868 -98%
SPC
658
Spirepoint Private Client
Florida
$820K -$14.3K -36 -2%
TSS
659
Two Sigma Securities
New York
$820K +$775K +1,948 New
AssetMark Inc
660
AssetMark Inc
California
$814K +$109K +274 +17%
RA
661
Riversedge Advisors
Delaware
$811K -$3.18K -8 -0.4%
CFGS
662
Concourse Financial Group Securities
Alabama
$796K -$41.4K -104 -5%
JAFL
663
Jay A. Fishman Ltd
Michigan
$789K
RWM
664
Ritholtz Wealth Management
New York
$783K +$29.4K +74 +4%
WT
665
Whittier Trust
California
$782K -$5.17K -13 -0.7%
Citadel Advisors
666
Citadel Advisors
Florida
$777K +$581K +1,461 +378%
ECM
667
Evergreen Capital Management
Washington
$775K +$90.7K +228 +14%
ST
668
Spinnaker Trust
Maine
$775K
DIM
669
Delta Investment Management
California
$774K -$50.1K -126 -6%
IFWM
670
Institute for Wealth Management
Colorado
$773K +$89.5K +225 +14%
RMCM
671
Reynders McVeigh Capital Management
Massachusetts
$771K
CPG
672
Cornerstone Planning Group
New Jersey
$769K +$2.39K +6 +0.3%
CIA
673
Choate Investment Advisors
Massachusetts
$769K -$398 -1 -0.1%
TAM
674
Trust Asset Management
Texas
$766K
AAM
675
Azzad Asset Management
Virginia
$765K -$14.3K -36 -2%