Name Holding Trade Value Shares
Change
Change in
Stake
AG
1051
AlTi Global
New York
$386K +$327 +3 +0.1%
NSB
1052
Norway Savings Bank
Maine
$384K – – –
AWA
1053
Aaron Wealth Advisors
Illinois
$384K -$29.9K -274 -7%
WPW
1054
Waldron Private Wealth
Pennsylvania
$384K +$4.25K +39 +1%
PAG
1055
Powers Advisory Group
Illinois
$383K -$11.7K -107 -3%
WI
1056
Wintrust Investments
Illinois
$382K +$38.9K +357 +11%
AFC
1057
AFT Forsyth & Company
Florida
$380K – – –
EIP
1058
Ellis Investment Partners
Pennsylvania
$379K +$436 +4 +0.1%
SC
1059
Schoolcraft Capital
Colorado
$379K – – –
AT
1060
American Trust
Kentucky
$377K -$8.72K -80 -2%
EP
1061
Edgestream Partners
New Jersey
$377K +$161K +1,475 +68%
APW
1062
Acima Private Wealth
Virginia
$376K – – –
SPC
1063
Spirepoint Private Client
Florida
$376K – – –
FIBT
1064
First International Bank & Trust
North Dakota
$375K – – –
PCM
1065
Penserra Capital Management
California
$375K +$126K +1,157 +47%
HVIA
1066
Hudson Valley Investment Advisors
New York
$375K – – –
ST
1067
Spinnaker Trust
Maine
$374K – – –
IC
1068
Iconiq Capital
California
$373K +$188K +1,723 +91%
LAI
1069
Legal Advantage Investments
California
$372K -$21.8K -200 -5%
ONST
1070
Old North State Trust
North Carolina
$372K +$26.9K +247 +7%
OS
1071
Objectivity Squared
South Carolina
$369K +$1.75K +16 +0.4%
DMBA
1072
Deseret Mutual Benefit Administrators
Utah
$369K +$82.3K +755 +27%
LAM
1073
Lewis Asset Management
California
$368K +$31.4K +288 +9%
ASBI
1074
American State Bank (Iowa)
Iowa
$366K – – –
EWM
1075
Executive Wealth Management
Michigan
$366K +$1.64K +15 +0.4%