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Name Holding Trade Value Shares
Change
Change in
Stake
SA
676
SRH Advisors
Kansas
$60.6K – – –
WT
677
Whittier Trust
California
$59.8K – – –
CB
678
Centennial Bank
Arkansas
$59.1K – – –
CH
679
Cromwell Holdings
Wyoming
$58.7K – – –
MNA
680
Manning & Napier Advisors
New York
$56.9K +$53.3K +748 New
MCM
681
MV Capital Management
Maryland
$54.2K – – –
ZBNA
682
Zions Bancorporation, National Association
Utah
$52.8K +$499 +7 +1%
PB
683
Pinnacle Bancorp
Nebraska
$52.7K -$3.35K -47 -6%
HWA
684
Heritage Wealth Advisors
Virginia
$50K – – –
AG
685
AmeriFlex Group
Nevada
$49K +$23.1K +324 +101%
QL
686
Quarry LP
New York
$48.3K +$41.8K +587 +1,223%
DMBA
687
Deseret Mutual Benefit Administrators
Utah
$48.1K -$1.21K -17 -3%
TIM
688
Tortoise Investment Management
New York
$47.9K -$3.28K -46 -7%
OL
689
OneFund LLC
Florida
$47.7K +$1.43K +20 +3%
DAM
690
Delta Asset Management
Tennessee
$46K – – –
MFC
691
Mechanics Financial Corp
Ohio
$46K – – –
DIP
692
DT Investment Partners
Pennsylvania
$45.6K – – –
KFI
693
Key Financial Inc
Pennsylvania
$45.6K – – –
PCFFS
694
Pacific Center for Financial Services
California
$45.5K – – –
WTC
695
WhitTier Trust Company
Nevada
$44.2K -$20.2K -283 -33%
RFP
696
Root Financial Partners
California
$43.8K +$41.1K +576 New
IBOK
697
Independence Bank of Kentucky
Kentucky
$42.3K – – –
CA
698
Clearstead Advisors
Ohio
$42K +$4.06K +57 +11%
TWD
699
True Wealth Design
Ohio
$41.7K +$4.85K +68 +14%
SIM
700
Sentry Investment Management
Wisconsin
$41K +$37.4K +525 New