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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
751
SC&H Financial Advisors
Maryland
$781K +$192 +1 +0%
NC
752
nVerses Capital
Florida
$777K +$881K +4,595 New
MAM
753
Morse Asset Management
Connecticut
$777K +$146K +763 +20%
CFP
754
Catalyst Financial Partners
Massachusetts
$774K +$226K +1,177 +35%
SC
755
SummitTX Capital
Texas
$766K -$684K -3,566 -44%
SEP
756
Southland Equity Partners
Missouri
$763K +$11.3K +59 +1%
FTWA
757
Fifth Third Wealth Advisors
Ohio
$762K +$142K +740 +20%
HIP
758
HUB Investment Partners
Texas
$761K +$175K +914 +25%
FAT
759
First American Trust
California
$761K +$7.48K +39 +0.9%
LJHT
760
Laurie J. Hall Trustee
$760K -$52.7K -275 -6%
PIA
761
Pinion Investment Advisors
Kansas
$750K -$218K -1,135 -20%
IMC Chicago
762
IMC Chicago
Illinois
$748K -$1.28M -6,682 -60%
WANY
763
Wealthspire Advisors (New York)
New York
$737K -$330K -1,722 -28%
VFA
764
Valeo Financial Advisors
Indiana
$737K -$239K -1,245 -22%
IWM
765
Iams Wealth Management
Nebraska
$732K -$11.1K -58 -1%
HWA
766
Heritage Wealth Advisors
Virginia
$727K -$1.38M -7,173 -63%
GAM
767
Groupama Asset Management
France
$724K +$568K +2,961 +224%
BFM
768
Boothbay Fund Management
New York
$719K -$3.03M -15,788 -79%
ERSOT
769
Employees Retirement System of Texas
Texas
$717K – – –
PPWP
770
Premier Path Wealth Partners
New Jersey
$715K +$171K +892 +27%
EB
771
Eastern Bank
Massachusetts
$714K -$605K -3,155 -43%
CB
772
Centennial Bank
Arkansas
$711K -$13.8K -72 -2%
TCWA
773
Turtle Creek Wealth Advisors
Texas
$707K +$329K +1,718 +70%
BP
774
Ballentine Partners
Massachusetts
$707K +$270K +1,409 +51%
LIP
775
Lighthouse Investment Partners
Florida
$706K +$368K +1,920 +85%