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Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
601
Verition Fund Management
Connecticut
$627K -$17.1K -369 -3%
FNT
602
First National Trust
Pennsylvania
$626K +$621K +13,426 New
AFG
603
Atomi Financial Group
New York
$626K +$97.1K +2,099 +19%
FA
604
Fiduciary Alliance
South Carolina
$620K -$4.72K -102 -0.8%
PT
605
Plimoth Trust
Massachusetts
$619K -$5.09K -110 -0.8%
IFG
606
Independent Financial Group
California
$619K -$8.79K -190 -1%
CFG
607
Cooper Financial Group
California
$614K -$63.6K -1,374 -9%
SCTC
608
Sanibel Captiva Trust Company
Florida
$612K -$42.8K -925 -7%
KFG
609
Kingdom Financial Group
Arizona
$611K -$30.7K -663 -5%
HCP
610
Hexagon Capital Partners
Arkansas
$610K +$191K +4,139 +46%
SLI
611
Sumitomo Life Insurance
Japan
$602K -$13K -281 -2%
SWP
612
Sagespring Wealth Partners
Tennessee
$599K +$10.7K +231 +2%
CNBT
613
Cornerstone National Bank & Trust
Illinois
$595K
MWM
614
Meridian Wealth Management
Kentucky
$593K +$379K +8,186 +180%
LA
615
Lakeside Advisors
Washington
$592K -$41.6K -900 -7%
DO
616
denkapparat Operations
Germany
$592K
LSA
617
Lansing Street Advisors
Pennsylvania
$591K +$5.32K +115 +0.9%
FIA
618
Foundations Investment Advisors
Arizona
$590K +$17K +367 +3%
TPA
619
Trivium Point Advisory
Connecticut
$589K +$25K +540 +4%
KA
620
Kintegral Advisory
New York
$587K
TCIIS
621
TIAA-CREF Individual & Institutional Services
New York
$587K +$139K +2,995 +31%
GI
622
GAMCO Investors
Connecticut
$587K -$85.9K -1,857 -13%
SWM
623
Segment Wealth Management
Texas
$583K +$117K +2,525 +25%
WIA
624
World Investment Advisors
California
$581K -$429K -9,282 -44%
CA
625
Clearstead Advisors
Ohio
$579K -$386K -8,343 -40%