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Name Holding Trade Value Shares
Change
Change in
Stake
FC
201
Financial Consulate
Maryland
$1.43K +$1.45K +40 New
BI
202
Binnacle Investments
Iowa
$1.22K
MAS
203
MPWM Advisory Solutions
Georgia
$1.22K
TPCW
204
TD Private Client Wealth
New York
$1.18K +$436 +12 +57%
ZBNA
205
Zions Bancorporation, National Association
Utah
$1.07K
GKIM
206
GW&K Investment Management
Massachusetts
$1K
RWS
207
Retirement Wealth Solutions
Wisconsin
$895 +$908 +25 New
CIAM
208
Caitong International Asset Management
Hong Kong
$608 +$617 +17 New
EP
209
Essential Partners
California
$537 +$545 +15 New
MA
210
Montag & Associates
Georgia
$537 +$545 +15 New
DJSG
211
D.J. St. Germain
Massachusetts
$501 +$508 +14 New
PTC
212
Private Trust Company
Ohio
$481 +$472 +13 New
CA
213
CoreCap Advisors
Michigan
$179
GA
214
Guerra Advisors
Florida
$179 +$182 +5 New
PAM
215
Palisade Asset Management
Minnesota
$179 +$182 +5 New
BHWM
216
Beaird Harris Wealth Management
Texas
$154 +$145 +4 New
NA
217
NewEdge Advisors
Louisiana
$153
ACA
218
American Capital Advisory
Idaho
$144 +$145 +4 New
CPG
219
Cornerstone Planning Group
New Jersey
$125 -$2.94K -81 -93%
PWA
220
Principia Wealth Advisory
Texas
$107 -$109 -3 -50%
RFP
221
Root Financial Partners
California
$107 +$109 +3 New
Barclays
222
Barclays
United Kingdom
$36
SIS
223
Sound Income Strategies
Florida
$14
SG
224
Sourcerock Group
Colorado
-$115M -3,086,075 Closed
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
-$66.1M -1,767,924 Closed