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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Smartleaf Asset Management
Massachusetts
$280K
PAG
527
Private Advisor Group
New Jersey
$280K -$497K -9,988 -66%
CBA
528
Coastal Bridge Advisors
Connecticut
$277K +$497 +10 +0.2%
RWP
529
RWA Wealth Partners
Massachusetts
$272K +$1.79K +36 +0.7%
AC
530
Avestar Capital
New York
$269K +$8.41K +169 +4%
PA
531
Pinnacle Associates
New York
$269K -$130K -2,612 -35%
EWA
532
EP Wealth Advisors
California
$262K +$240K +4,821 New
GPWM
533
Grant Private Wealth Management
California
$262K -$24.9K -500 -9%
FISPB
534
Fideuram - Intesa Sanpaolo Private Banking
$262K +$89.1K +1,791 +59%
Balyasny Asset Management
535
Balyasny Asset Management
Illinois
$259K +$237K +4,762 New
RA
536
Riversedge Advisors
Delaware
$257K +$235K +4,717 New
SFC
537
SYM Financial Corp
Indiana
$253K +$31.4K +632 +16%
EWA
538
EverSource Wealth Advisors
Alabama
$252K -$18.9K -379 -8%
DI
539
Diligent Investors
California
$250K +$25.2K +506 +12%
OAM
540
Oppenheimer Asset Management
New York
$247K -$573K -11,518 -72%
GA
541
GFS Advisors
Texas
$247K +$32.8K +660 New
IFPG
542
Intrepid Financial Planning Group
Indiana
$240K +$3.23K +65 +1%
CIA
543
Caerus Investment Advisors
Texas
$240K +$219K +4,410 New
EA
544
Emerald Advisers
Pennsylvania
$240K -$159K -3,197 -42%
SIA
545
Soltis Investment Advisors
Utah
$237K +$217K +4,366 New
MPW
546
MA Private Wealth
California
$237K -$9.55K -192 -4%
GT
547
Glenmede Trust
Pennsylvania
$236K +$216K +4,334 New
BWS
548
Buck Wealth Strategies
Colorado
$235K +$215K +4,319 New
CWMA
549
Capstone Wealth Management (Alabama)
Alabama
$226K +$207K +4,155 New
RWA
550
Redhawk Wealth Advisors
Minnesota
$226K +$207K +4,152 New