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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
201
Zions Bancorporation
Utah
$2.23K -$2.84K -82 -53%
PS
202
Principal Securities
Iowa
$1.89K -$22.3K -643 -91%
BGAI
203
Bruce G. Allen Investments
Colorado
$1.53K -$4.61K -133 -73%
TCM
204
Tradewinds Capital Management
Washington
$1.53K
SPIA
205
Steward Partners Investment Advisory
New York
$1.43K -$5.68K -164 -78%
SIC
206
Salem Investment Counselors
North Carolina
$1.4K
VWM
207
Venturi Wealth Management
Texas
$1.28K +$1.46K +42 New
NA
208
NewEdge Advisors
Louisiana
$1.27K -$4.23K -122 -74%
TFA
209
Toth Financial Advisory
Virginia
$1.22K
CAS
210
Coppell Advisory Solutions
Texas
$1.22K +$1.39K +40 New
CA
211
CoreCap Advisors
Michigan
$1.07K +$173 +5 +17%
Kayne Anderson Rudnick Investment Management
212
Kayne Anderson Rudnick Investment Management
California
$1.01K
GKIM
213
GW&K Investment Management
Massachusetts
$1K
BIA
214
Bell Investment Advisors
California
$977 +$69 +2 +7%
FCA
215
FinTrust Capital Advisors
South Carolina
$855
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$733 +$831 +24 New
Barclays
217
Barclays
United Kingdom
$610 -$121K -3,500 -99%
PWA
218
Provenance Wealth Advisors
Florida
$580
SIS
219
Sound Income Strategies
Florida
$561 +$624 +18 New
CPG
220
Cornerstone Planning Group
New Jersey
$506 +$485 +14 +350%
TWD
221
True Wealth Design
Ohio
$458 +$35 +1 +7%
IA
222
IFP Advisors
Florida
$275
MFG
223
Mendota Financial Group
Wisconsin
$245 +$277 +8 New
LSA
224
Leonteq Securities AG
Switzerland
$31
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
-$41.3M -1,051,370 Closed