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Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
Steph & Co
Wisconsin
$628K +$70.5K +1,524 +13%
Verition Fund Management
602
Verition Fund Management
Connecticut
$627K -$17.1K -369 -3%
FNT
603
First National Trust
Pennsylvania
$626K +$621K +13,426 New
AFG
604
Atomi Financial Group
New York
$626K +$97.1K +2,099 +19%
FA
605
Fiduciary Alliance
South Carolina
$620K -$4.72K -102 -0.8%
PT
606
Plimoth Trust
Massachusetts
$619K -$5.09K -110 -0.8%
IFG
607
Independent Financial Group
California
$619K -$8.79K -190 -1%
CFG
608
Cooper Financial Group
California
$614K -$63.6K -1,374 -9%
SCTC
609
Sanibel Captiva Trust Company
Florida
$612K -$42.8K -925 -7%
KFG
610
Kingdom Financial Group
Arizona
$611K -$30.7K -663 -5%
HCP
611
Hexagon Capital Partners
Arkansas
$610K +$191K +4,139 +46%
SLI
612
Sumitomo Life Insurance
Japan
$602K -$13K -281 -2%
SWP
613
Sagespring Wealth Partners
Tennessee
$599K +$10.7K +231 +2%
CNBT
614
Cornerstone National Bank & Trust
Illinois
$595K – – –
MWM
615
Meridian Wealth Management
Kentucky
$593K +$379K +8,186 +180%
LA
616
Lakeside Advisors
Washington
$592K -$41.6K -900 -7%
DO
617
denkapparat Operations
Germany
$592K – – –
LSA
618
Lansing Street Advisors
Pennsylvania
$591K +$5.32K +115 +0.9%
FIA
619
Foundations Investment Advisors
Arizona
$590K +$17K +367 +3%
TPA
620
Trivium Point Advisory
Connecticut
$589K +$25K +540 +4%
KA
621
Kintegral Advisory
New York
$587K – – –
TCIIS
622
TIAA-CREF Individual & Institutional Services
New York
$587K +$139K +2,995 +31%
GI
623
GAMCO Investors
Connecticut
$587K -$85.9K -1,857 -13%
SWM
624
Segment Wealth Management
Texas
$583K +$117K +2,525 +25%
WIA
625
World Investment Advisors
California
$581K -$429K -9,282 -44%