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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
876
Opal Wealth Advisors
New York
$270K +$25.8K +101 +11%
LFA
877
Legacy Financial Advisors
Kentucky
$265K +$1.53K +6 +0.6%
BWP
878
Burling Wealth Partners
Illinois
$264K +$261K +1,023 New
BAM
879
Bayshore Asset Management
Florida
$262K
OWM
880
OneAscent Wealth Management
Alabama
$262K +$260K +1,016 New
JSC
881
Jackson Square Capital
California
$260K +$258K +1,009 New
PL
882
Perpetual Ltd
Australia
$259K
KCM
883
KRS Capital Management
Michigan
$258K -$15.3K -60 -6%
PWP
884
Perfromance Wealth Partners
Illinois
$258K
KWA
885
Kingswood Wealth Advisors
California
$257K -$608K -2,381 -70%
GAM
886
Gotham Asset Management
New York
$257K -$4.23M -16,549 -94%
QL
887
Quarry LP
New York
$256K +$41.9K +164 +20%
SCA
888
Stillwater Capital Advisors
Pennsylvania
$256K
Balyasny Asset Management
889
Balyasny Asset Management
Illinois
$256K +$253K +992 New
KMWM
890
Keudell/Morrison Wealth Management
Oregon
$255K +$511 +2 +0.2%
WIM
891
Westside Investment Management
California
$254K
QWP
892
Quotient Wealth Partners
Texas
$254K +$29.9K +117 +14%
WSWA
893
Warren Street Wealth Advisors
California
$252K +$250K +977 New
SWP
894
Sagespring Wealth Partners
Tennessee
$252K +$250K +977 New
EWA
895
EverSource Wealth Advisors
Alabama
$251K +$18.4K +72 +8%
MW
896
Marcum Wealth
Ohio
$249K +$10.5K +41 +4%
CAM
897
Claret Asset Management
Quebec, Canada
$247K +$1.79K +7 +0.7%
CCA
898
Checchi Capital Advisers
California
$245K +$242K +948 New
WANY
899
Wealthspire Advisors (New York)
New York
$244K +$242K +946 New
NCFG
900
New Century Financial Group
New Jersey
$243K -$72.8K -285 -23%