Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Principal Securities
Iowa
$1.39K -$669 -69 -28%
CTA
177
Colonial Trust Advisors
South Carolina
$1.39K – – –
WTA
178
Washington Trust Advisors
Massachusetts
$1.15K – – –
Lazard Asset Management
179
Lazard Asset Management
New York
$1K -$1.33M -137,454 -100%
TFGT
180
TS Financial Group (TSFG)
Illinois
$1K – – –
CHA
181
Carmichael Hill & Associates
Maryland
$845 -$1.07K -110 -50%
SWM
182
Spire Wealth Management
Virginia
$829 -$892 -92 -46%
CB
183
CNB Bank
Pennsylvania
$768 – – –
PCWA
184
Pacific Capital Wealth Advisors
California
$768 – – –
SSB
185
Sandy Spring Bank
Maryland
$768 – – –
OPTFSNA
186
Old Point Trust & Financial Services N A
Virginia
$768 +$969 +100 New
GWM
187
Geneos Wealth Management
Colorado
$614 +$776 +80 New
KFI
188
Key Financial Inc
Pennsylvania
$568 – – –
WCM
189
Westend Capital Management
California
$461 +$582 +60 New
SA
190
Scarborough Advisors
Maryland
$353 – – –
WAS
191
Winch Advisory Services
Wisconsin
$215 – – –
AWM
192
Abound Wealth Management
Tennessee
$200 +$97 +10 +63%
GRP
193
Global Retirement Partners
California
$177 – – –
RWM
194
Raffa Wealth Management
District of Columbia
$115 – – –
VAG
195
VisionPoint Advisory Group
Texas
$31 – – –
RAA
196
RWC Asset Advisors
Florida
– -$64.7M -4,434,392 Closed
Norges Bank
197
Norges Bank
Norway
– -$42M -2,878,181 Closed
RAM
198
RWC Asset Management
United Kingdom
– -$17.8M -1,221,899 Closed
GCM
199
Ghisallo Capital Management
Massachusetts
– -$9.54M -653,692 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
– -$4.33M -296,679 Closed