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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
676
Private Trust Company
Ohio
$651K +$27.8K +276 +5%
AW
677
Alteri Wealth
California
$651K +$21.6K +215 +4%
WCM
678
Whitener Capital Management
North Carolina
$650K -$8.05K -80 -1%
KCM
679
Kathmere Capital Management
Pennsylvania
$650K +$302K +3,000 +108%
AC
680
AlphaCore Capital
California
$648K +$166K +1,654 +40%
EAN
681
Excelsior Advisor Network
Colorado
$646K +$578K +5,750 New
SW
682
StrongBox Wealth
Missouri
$646K -$50.4K -501 -8%
NB
683
Nicolet Bankshares
Wisconsin
$645K +$572K +5,682 New
DE
684
Diversified Enterprises
Delaware
$644K -$1.41K -14 -0.2%
Vanguard National Trust
685
Vanguard National Trust
Pennsylvania
$641K +$574K +5,708 New
JIR
686
James Investment Research
Ohio
$641K -$13.6K -135 -2%
WIM
687
Westside Investment Management
California
$639K
CIA
688
Cohen Investment Advisors
New Hampshire
$636K +$10.4K +103 +2%
AWM
689
Aprio Wealth Management
Georgia
$636K +$94K +934 +20%
WT
690
Whittier Trust
California
$634K +$13.1K +130 +2%
ACM
691
Advisors Capital Management
New Jersey
$634K -$9.56K -95 -2%
CCA
692
Checchi Capital Advisers
California
$634K +$78.1K +776 +16%
CI
693
Cherokee Insurance
Michigan
$629K
OFS
694
OneAscent Financial Services
Alabama
$624K +$100K +999 +22%
TNBTD
695
Trustmark National Bank Trust Department
Mississippi
$624K
CA
696
Calton & Associates
Florida
$622K +$24K +239 +5%
CC
697
Clearwave Capital
California
$620K +$2.31K +23 +0.4%
AA
698
Argent Advisors
Louisiana
$619K -$229K -2,278 -29%
DT
699
Diversified Trust
Tennessee
$614K +$31.6K +314 +6%
OAM
700
Oppenheimer Asset Management
New York
$613K -$62.2K -618 -10%