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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
526
Shepherd Financial Partners
Massachusetts
$322K -$641 -15 -0.2%
Balyasny Asset Management
527
Balyasny Asset Management
Illinois
$321K -$69.1M -1,616,848 -100%
MWM
528
Modern Wealth Management
Kansas
$313K -$2.52K -59 -0.8%
BAMG
529
Brand Asset Management Group
Missouri
$312K +$72K +1,686 +29%
Lido Advisors
530
Lido Advisors
California
$310K +$47.9K +1,122 +18%
LS
531
Livforsakringsbolaget Skandia
Sweden
$305K
HP
532
Hilltop Partners
Indiana
$299K
IWC
533
Integrated Wealth Concepts
Massachusetts
$298K +$34.5K +808 +13%
S
534
SignatureFD
Georgia
$297K -$8.16K -191 -3%
Fidelity International
535
Fidelity International
Bermuda
$295K +$122K +2,854 +68%
PA
536
Pinnacle Associates
New York
$293K +$1.97K +46 +0.7%
EWA
537
EverSource Wealth Advisors
Alabama
$292K +$22.9K +537 +8%
OIS
538
OneAscent Investment Solutions
Alabama
$289K -$256 -6 -0.1%
GIA
539
Gladstone Institutional Advisory
Florida
$288K -$310K -7,261 -51%
DJSG
540
D.J. St. Germain
Massachusetts
$284K +$8.63K +202 +3%
SPIA
541
Steward Partners Investment Advisory
New York
$283K +$13K +305 +5%
JCM
542
Jacobi Capital Management
Pennsylvania
$281K +$214 +5 +0.1%
RWM
543
Ritholtz Wealth Management
New York
$279K +$513 +12 +0.2%
RAM
544
Redmond Asset Management
Virginia
$279K
TI
545
Tidal Investments
Wisconsin
$278K -$34.8K -815 -11%
PSP
546
Principal Street Partners
Tennessee
$275K -$24.9K -584 -8%
CW
547
CreativeOne Wealth
Kansas
$273K -$49.1K -1,150 -15%
FHA
548
Flagship Harbor Advisors
Massachusetts
$273K +$85 +2 +0%
LRWA
549
Long Run Wealth Advisors
New York
$271K +$1.79K +42 +0.7%
SFI
550
Siemens Fonds Invest
Germany
$270K