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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
526
Ashford Capital Management
Delaware
$283K – – –
SAM
527
Smartleaf Asset Management
Massachusetts
$280K – – –
PAG
528
Private Advisor Group
New Jersey
$280K -$497K -9,988 -66%
CBA
529
Coastal Bridge Advisors
Connecticut
$277K +$497 +10 +0.2%
RWP
530
RWA Wealth Partners
Massachusetts
$272K +$1.79K +36 +0.7%
AC
531
Avestar Capital
New York
$269K +$8.41K +169 +4%
PA
532
Pinnacle Associates
New York
$269K -$130K -2,612 -35%
EWA
533
EP Wealth Advisors
California
$262K +$240K +4,821 New
GPWM
534
Grant Private Wealth Management
California
$262K -$24.9K -500 -9%
FISPB
535
Fideuram - Intesa Sanpaolo Private Banking
$262K +$89.1K +1,791 +59%
Balyasny Asset Management
536
Balyasny Asset Management
Illinois
$259K +$237K +4,762 New
RA
537
Riversedge Advisors
Delaware
$257K +$235K +4,717 New
SFC
538
SYM Financial Corp
Indiana
$253K +$31.4K +632 +16%
EWA
539
EverSource Wealth Advisors
Alabama
$252K -$18.9K -379 -8%
DI
540
Diligent Investors
California
$250K +$25.2K +506 +12%
OAM
541
Oppenheimer Asset Management
New York
$247K -$573K -11,518 -72%
GA
542
GFS Advisors
Texas
$247K +$32.8K +660 New
SIA
543
SkyView Investment Advisors
New Jersey
$245K +$224K +4,500 New
IFPG
544
Intrepid Financial Planning Group
Indiana
$240K +$3.23K +65 +1%
CIA
545
Caerus Investment Advisors
Texas
$240K +$219K +4,410 New
EA
546
Emerald Advisers
Pennsylvania
$240K -$159K -3,197 -42%
SIA
547
Soltis Investment Advisors
Utah
$237K +$217K +4,366 New
MPW
548
MA Private Wealth
California
$237K -$9.55K -192 -4%
GT
549
Glenmede Trust
Pennsylvania
$236K +$216K +4,334 New
BWS
550
Buck Wealth Strategies
Colorado
$235K +$215K +4,319 New