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Name Holding Trade Value Shares
Change
Change in
Stake
HW
301
Hancock Whitney
Mississippi
$590K +$10.7K +620 +2%
Squarepoint
302
Squarepoint
New York
$586K -$1.27M -73,365 -69%
VFA
303
Valeo Financial Advisors
Indiana
$585K +$171K +9,880 +44%
ARG
304
Advisory Resource Group
Oklahoma
$584K -$55.9K -3,225 -9%
DWM
305
Dakota Wealth Management
Florida
$575K -$84.3K -4,865 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
306
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$571K -$381K -22,000 -41%
WJWM
307
Williams Jones Wealth Management
New York
$569K -$1.47K -85 -0.3%
CAM
308
Chesapeake Asset Management
New York
$567K +$541K +31,235 New
PWPS
309
Pinnacle Wealth Planning Services
Ohio
$564K +$1.13K +65 +0.2%
Bessemer Group
310
Bessemer Group
New Jersey
$561K -$73.7K -4,255 -12%
KPWS
311
Kestra Private Wealth Services
Texas
$558K +$533K +30,775 New
MCM
312
MAI Capital Management
Ohio
$552K +$29.4K +1,695 +6%
Balyasny Asset Management
313
Balyasny Asset Management
Illinois
$551K -$1.78M -102,425 -77%
Parallax Volatility Advisers
314
Parallax Volatility Advisers
California
$544K -$230K -13,260 -31%
IAS
315
Insigneo Advisory Services
Florida
$537K +$105K +6,030 +26%
BIP
316
Blueprint Investment Partners
North Carolina
$533K +$268K +15,490 +111%
NAS
317
Nicolet Advisory Services
Wisconsin
$521K +$262K +15,145 +105%
BFG
318
Bleakley Financial Group
New Jersey
$515K +$80.1K +4,620 +19%
SS
319
Simplicity Solutions
Minnesota
$515K +$246K +14,170 +99%
PA
320
Pinnacle Associates
New York
$514K +$4.33K +250 +0.9%
CA
321
Clearstead Advisors
Ohio
$511K +$4.77K +275 +1%
BP
322
Ballentine Partners
Massachusetts
$511K +$3.99K +230 +0.8%
EAM
323
Eagle Asset Management
Florida
$510K +$1.99K +115 +0.4%
PA
324
Parallel Advisors
California
$504K -$20.4K -1,175 -4%
NO
325
Ninety One
South Africa
$503K -$37.8K -2,180 -7%