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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
RWI
851
Red Wave Investments
Pennsylvania
$251K +$11.6K +30 +5%
SC
852
Saybrook Capital
North Carolina
$251K +$248K +643 New
FCA
853
FinTrust Capital Advisors
South Carolina
$248K – – –
Balentine LLC
854
Balentine LLC
Georgia
$248K +$25.8K +67 +12%
SL
855
Summitry LLC
California
$248K +$245K +634 New
Parallax Volatility Advisers
856
Parallax Volatility Advisers
California
$246K -$2.28M -5,914 -90%
FFA
857
First Foundation Advisors
California
$245K +$5.01K +13 +2%
Spire Wealth Management
858
Spire Wealth Management
Virginia
$243K +$159K +411 +196%
AWA
859
Aaron Wealth Advisors
Illinois
$240K +$238K +616 New
HWA
860
HCR Wealth Advisors
California
$239K – – –
Orion Portfolio Solutions
861
Orion Portfolio Solutions
Nebraska
$237K -$36.3K -94 -13%
EE
862
EWG Elevate
California
$235K – – –
LSA
863
Lion Street Advisors
Texas
$235K – – –
ECM
864
Estabrook Capital Management
New York
$234K – – –
PHK
865
Point72 Hong Kong
Hong Kong
$234K -$931K -2,415 -80%
BHBT
866
Burke & Herbert Bank & Trust
Virginia
$234K – – –
CA
867
Cullinan Associates
Kentucky
$234K – – –
ECM
868
EagleClaw Capital Management
Massachusetts
$234K – – –
FNBTCON
869
First National Bank & Trust Co of Newtown
Pennsylvania
$234K – – –
MCM
870
Monarch Capital Management
Indiana
$234K – – –
SIA
871
Schechter Investment Advisors
Michigan
$234K +$231K +599 New
RTC
872
Riverview Trust Company
Washington
$233K – – –
GWM
873
Gitterman Wealth Management
New Jersey
$233K +$231K +598 New
GTCM
874
Gyon Technologies Capital Management
New Jersey
$231K -$15.4K -40 -6%
Verition Fund Management
875
Verition Fund Management
Connecticut
$228K -$327K -847 -59%