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Name Holding Trade Value Shares
Change
Change in
Stake
CSA
1076
Cottage Street Advisors
Massachusetts
$624K -$626K -3,019 -47%
KCM
1077
Kornitzer Capital Management
Kansas
$624K
RPCONE
1078
Retirement Planning Company of New England
Rhode Island
$622K +$23K +111 +3%
GL
1079
Graypoint LLC
New York
$621K -$81.2K -392 -10%
DWM
1080
Diversify Wealth Management
Utah
$621K -$26.1K -126 -3%
SDWIA
1081
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$619K +$41.4K +200 +6%
PCM
1082
Penserra Capital Management
California
$617K +$236K +1,138 +51%
GWM
1083
Gibbs Wealth Management
Georgia
$616K +$126K +608 +22%
Holocene Advisors
1084
Holocene Advisors
New York
$612K -$2.18M -10,516 -76%
FB
1085
Fulton Bank
Pennsylvania
$612K +$187K +904 +37%
PA
1086
Prossimo Advisors
California
$612K +$6.42K +31 +0.9%
LS
1087
Livforsakringsbolaget Skandia
Sweden
$609K
CCFM
1088
Clear Creek Financial Management
Washington
$608K +$102K +491 +17%
HGWM
1089
Horst & Graben Wealth Management
Oregon
$608K
PPWP
1090
Premier Path Wealth Partners
New Jersey
$606K +$55.5K +268 +9%
FIA
1091
Foundations Investment Advisors
Arizona
$604K -$91.6K -442 -12%
SB
1092
Strategic Blueprint
Georgia
$604K -$91.4K -441 -12%
CB
1093
Cadence Bank
Mississippi
$603K +$3.94K +19 +0.6%
SFI
1094
SPC Financial Inc
Maryland
$601K +$42.5K +205 +7%
CIP
1095
Capital Insight Partners
Arizona
$600K +$37.3K +180 +6%
WP
1096
WMS Partners
Maryland
$594K +$40.4K +195 +6%
CA
1097
Cornerstone Advisory
Maryland
$592K +$23.4K +113 +4%
CI
1098
Conning Inc
Connecticut
$587K -$12.4K -60 -2%
SIA
1099
SeaBridge Investment Advisors
New Jersey
$586K -$2.17M -10,473 -77%
BFA
1100
Buttonwood Financial Advisors
Maryland
$585K -$42.7K -206 -6%