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Q2 Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$12.4K
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$11K +$11.7K +125 New
VCM
228
Versant Capital Management
Arizona
$10K
FCA
229
FinTrust Capital Advisors
South Carolina
$10K +$8.03K +86 +297%
APA
230
American Portfolios Advisors
New York
$9.58K -$373 -4 -4%
AS
231
Altshuler Shaham
Israel
$6K -$187 -2 -3%
BCA
232
Berman Capital Advisors
Georgia
$6K
VFA
233
Valeo Financial Advisors
Indiana
$5K -$44.6K -478 -89%
AF
234
Allworth Financial
California
$5K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$5K
BAM
236
Bellevue Asset Management
Washington
$4K -$1.12K -12 -23%
FHA
237
Flagship Harbor Advisors
Massachusetts
$4K
ZB
238
Zions Bancorporation
Utah
$4K +$4.2K +45 New
ABC
239
Associated Banc-Corp
Wisconsin
$3K
S
240
SignatureFD
Georgia
$3K +$1.4K +15 +94%
MIM
241
Macroview Investment Management
Maryland
$3K +$3.08K +33 New
IFAM
242
Institutional & Family Asset Management
Colorado
$2K
SFS
243
Sowell Financial Services
Arkansas
$2K +$1.77K +19 New
CWC
244
Carolinas Wealth Consulting
North Carolina
$2K +$1.87K +20 New
TFO
245
Tarbox Family Office
California
$1K
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
-$6.53M -76,167 Closed
Blackstone Inc
247
Blackstone Inc
New York
-$4.29M -50,000 Closed
Marshall Wace
248
Marshall Wace
United Kingdom
-$2.27M -26,508 Closed
MWNA
249
Marshall Wace North America
New York
-$2.13M -24,812 Closed
LCM
250
Laurion Capital Management
New York
-$821K -9,574 Closed