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Name Holding Trade Value Shares
Change
Change in
Stake
CP
626
CenterBook Partners
Connecticut
$787K -$54.5K -280 -7%
EPW
627
Evolve Private Wealth
California
$780K +$739K +3,797 New
EC
628
EntryPoint Capital
New York
$776K +$735K +3,779 New
FCBT
629
First Citizens Bank & Trust
North Carolina
$756K -$61.1K -314 -8%
CA
630
Continuum Advisory
Idaho
$746K +$28.6K +147 +4%
NWAG
631
Net Worth Advisory Group
Utah
$741K +$86.4K +444 +14%
TE
632
Tema ETFs
New York
$740K -$1.56K -8 -0.2%
GT
633
Greenleaf Trust
Michigan
$739K -$24.1K -124 -3%
NLGIA
634
Nippon Life Global Investors Americas
New York
$735K +$130K +670 +23%
WPC
635
Wedmont Private Capital
Pennsylvania
$734K -$8.76K -45 -1%
Nomura Holdings
636
Nomura Holdings
Japan
$731K -$487K -2,504 -41%
UB
637
UMB Bank
Missouri
$716K +$39.1K +201 +6%
CFB
638
Cullen/Frost Bankers
Texas
$699K +$21.8K +112 +3%
IFS
639
Ifrah Financial Services
Arkansas
$694K -$12.5K -64 -2%
CPA
640
Cardiff Park Advisors
California
$693K
CF
641
Calder Financial
Pennsylvania
$687K +$651K +3,346 New
PCG
642
Prosperity Consulting Group
Maryland
$678K +$9.73K +50 +2%
HT
643
Headlands Technologies
Illinois
$677K +$98.8K +508 +18%
PP
644
Prudential plc
United Kingdom
$677K -$1.08M -5,561 -63%
DADC
645
D.A. Davidson & Co
Montana
$671K +$43.8K +225 +7%
FB
646
Fulton Bank
Pennsylvania
$670K +$77.4K +398 +14%
SI
647
Sapience Investments
California
$668K -$973 -5 -0.2%
NICM
648
Neo Ivy Capital Management
New York
$663K +$628K +3,227 New
WT
649
Whittier Trust
California
$659K
CWM
650
Connecticut Wealth Management
Connecticut
$659K -$21.8K -112 -3%