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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
501
Moisand Fitzgerald Tamayo
Florida
$1.08K
CAL
502
Capital Advisors Ltd
Ohio
$1K
HFS
503
Hughes Financial Services
Virginia
$983 +$1.14K +9 New
PWMG
504
Prestige Wealth Management Group
New Jersey
$861
TWD
505
True Wealth Design
Ohio
$861 +$254 +2 +33%
CA
506
Clearstead Advisors
Ohio
$754
S
507
Sachetta
Massachusetts
$754
AF
508
Advisornet Financial
Minnesota
$645 +$381 +3 +100%
CPG
509
Cornerstone Planning Group
New Jersey
$600 +$763 +6 New
HWA
510
HHM Wealth Advisors
Tennessee
$538
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$538
CH
512
Cromwell Holdings
Wyoming
$538 +$635 +5 New
PWM
513
Parkworth Wealth Management
California
$323
HIA
514
HFM Investment Advisors
New Jersey
$323 +$381 +3 New
BHWM
515
Bay Harbor Wealth Management
Maryland
$322 +$381 +3 New
MCM
516
Manchester Capital Management
Vermont
$216 -$127 -1 -33%
MCM
517
MV Capital Management
Maryland
$216 +$127 +1 +100%
NC
518
NewSquare Capital
Pennsylvania
$215 +$127 +1 +100%
FMP
519
Financial Management Professionals
Texas
$215 +$254 +2 New
PWAM
520
Private Wealth Asset Management
Iowa
$215 +$254 +2 New
WCM
521
WealthTrak Capital Management
Virginia
$108 -$127 -1 -50%
HNW
522
High Note Wealth
Minnesota
$108
HWP
523
Highline Wealth Partners
California
$108 +$127 +1 New
PWA
524
Principia Wealth Advisory
Texas
$106 -$381 -3 -75%
Balyasny Asset Management
525
Balyasny Asset Management
Illinois
-$89.9M -706,952 Closed