Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
426
Central Pacific Bank - Trust Division
Hawaii
$47.9K – – –
KIM
427
Kestra Investment Management
Texas
$44.5K +$42.4K +486 New
PTC
428
Private Trust Company
Ohio
$43.9K -$16.7K -191 -28%
SS
429
SBI Securities
Japan
$43.4K -$1.14K -13 -3%
SW
430
SVB Wealth
Massachusetts
$43.1K +$41.1K +471 New
RTC
431
Riverview Trust Company
Washington
$42.1K – – –
HI
432
Harbour Investments
Wisconsin
$39.8K +$1.75K +20 +5%
CFB
433
Cullen/Frost Bankers
Texas
$38.6K +$36.8K +422 New
QL
434
Quarry LP
New York
$35.8K +$10.1K +116 +42%
SAM
435
Smartleaf Asset Management
Massachusetts
$35.5K -$25.8K -296 -43%
HCP
436
Hexagon Capital Partners
Arkansas
$34K -$1.22K -14 -4%
NS
437
NBC Securities
Alabama
$31K +$30.5K +349 New
AF
438
Advisornet Financial
Minnesota
$30.9K +$23.4K +268 +383%
SWM
439
Spire Wealth Management
Virginia
$30.4K -$960 -11 -3%
CPG
440
Cornerstone Planning Group
New Jersey
$26.6K +$27.3K +313 New
TCA
441
Trifecta Capital Advisors
Illinois
$25.2K – – –
AA
442
Addison Advisors
Vermont
$24.4K – – –
ABWM
443
Alpine Bank Wealth Management
Colorado
$24.3K +$23.2K +266 New
CAL
444
Capital Analysts LLC
Pennsylvania
$24K – – –
Barrow, Hanley, Mewhinney & Strauss
445
Barrow, Hanley, Mewhinney & Strauss
Texas
$23.4K – – –
LFG
446
Larson Financial Group
Missouri
$21.3K +$6.2K +71 +44%
WSFS
447
Wilmington Savings Fund Society
Delaware
$21K – – –
W
448
WealthCollab
Washington
$21K +$2.44K +28 +14%
HWM
449
Hemington Wealth Management
Virginia
$21K +$4.1K +47 +26%
PGAM
450
Princeton Global Asset Management
New Jersey
$20.6K – – –