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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
501
Private Advisor Group
New Jersey
$416K +$13.2K +334 +4%
P
502
Pitcairn
Pennsylvania
$411K +$27.3K +692 +8%
B
503
Bellecapital
Switzerland
$407K
DF
504
Donoghue Forlines
Massachusetts
$405K -$20.3K -515 -5%
FFA
505
Founders Financial Alliance
North Carolina
$402K -$2.17K -55 -0.6%
EWM
506
Evercore Wealth Management
New York
$399K
HFS
507
Hantz Financial Services
Michigan
$398K -$19.8K -503 -5%
WEG
508
World Equity Group
Illinois
$395K +$2.76K +70 +0.8%
JCIA
509
Jackson Creek Investment Advisors
Colorado
$393K -$43.8K -1,111 -11%
WI
510
WrapManager Inc
California
$391K -$42.6K -1,081 -11%
RA
511
Resolute Advisors
California
$390K
SC
512
Sepio Capital
Utah
$389K
FFM
513
Forum Financial Management
Illinois
$387K -$6.58K -167 -2%
Balyasny Asset Management
514
Balyasny Asset Management
Illinois
$381K -$3.46M -87,779 -91%
SFG
515
Synergy Financial Group
California
$377K
EF
516
Empowered Funds
Pennsylvania
$376K +$43.3K +1,098 +15%
GCP
517
GSA Capital Partners
United Kingdom
$373K -$500K -12,683 -60%
BTWM
518
Baker Tilly Wealth Management
Wisconsin
$372K +$333K +8,446 New
NCM
519
Next Capital Management
New York
$369K +$394 +10 +0.1%
WJWM
520
Williams Jones Wealth Management
New York
$367K +$328K +8,322 New
FTDI
521
First Trust Direct Indexing
Massachusetts
$366K +$327K +8,307 New
CFG
522
Citizens Financial Group
Rhode Island
$365K +$327K +8,285 New
ETC
523
Exchange Traded Concepts
Oklahoma
$356K +$32.8K +831 +11%
CWA
524
Clarity Wealth Advisors
California
$355K
ALAM
525
Asahi Life Asset Management
Japan
$354K +$317K +8,040 New