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Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1301
Global Strategic Investment Solutions
Arizona
$340K
CWS
1302
Cypress Wealth Services
California
$338K +$331K +4,014 New
NJBEST
1303
New Jersey Better Educational Savings Trust
New Jersey
$337K -$82.5K -1,000 -20%
GHAM
1304
Gilman Hill Asset Management
Connecticut
$337K
LOAMS
1305
Lombard Odier Asset Management (Switzerland)
Switzerland
$337K
PWW
1306
Pettyjohn Wood & White
Virginia
$337K +$26.5K +321 +9%
NNP
1307
Nachman Norwood & Parrott
South Carolina
$336K +$28.5K +345 +9%
MWA
1308
Martel Wealth Advisors
Washington
$334K -$82.5K -1,000 -20%
CANY
1309
Caxton Associates (New York)
New York
$331K +$325K +3,936 New
GI
1310
Gradient Investments
Minnesota
$330K +$250K +3,030 +341%
SCI
1311
Stableford Capital II
Arizona
$329K +$21.6K +262 +7%
LSAG
1312
Lake Street Advisors Group
New Hampshire
$329K +$36.8K +446 +13%
LWM
1313
Liberty Wealth Management
California
$328K -$3.55K -43 -1%
CB
1314
Cadence Bank
Mississippi
$326K -$193K -2,338 -38%
SIA
1315
Starfire Investment Advisers
Michigan
$326K -$908 -11 -0.3%
C
1316
Cerebellum
California
$326K +$311K +3,775 +3,852%
WKWM
1317
Walter & Keenan Wealth Management
Indiana
$326K +$320K +3,875 New
Balyasny Asset Management
1318
Balyasny Asset Management
Illinois
$323K -$11.6M -140,407 -97%
VFA
1319
Valeo Financial Advisors
Indiana
$319K -$57.8K -700 -16%
BA
1320
BKS Advisors
Michigan
$318K +$311K +3,775 New
TA
1321
TMD & Associates
Arizona
$314K -$26K -315 -8%
LWAC
1322
Laurel Wealth Advisors (California)
California
$313K -$3.63K -44 -1%
SXL
1323
Summit X LLC
Missouri
$313K +$330 +4 +0.1%
LWM
1324
Lenox Wealth Management
Ohio
$313K +$6.52K +79 +2%
RTS
1325
Round Table Services
New Jersey
$313K +$14.8K +179 +5%