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Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Human Investing
Oregon
$727K -$16K -444 -2%
SCM
552
Stevens Capital Management
Pennsylvania
$726K +$799K +22,237 New
SPA
553
Sherbrooke Park Advisers
New York
$716K +$789K +21,952 New
FFA
554
Farther Finance Advisors
California
$699K -$15.9K -442 -2%
VSQM
555
V-Square Quantitative Management
Illinois
$697K +$33K +917 +4%
DA
556
Denali Advisors
California
$697K -$130K -3,606 -14%
SAM
557
Silvercrest Asset Management
New York
$696K
SWIG
558
Strategic Wealth Investment Group
Kentucky
$696K
EWP
559
Elevation Wealth Partners
California
$694K -$15.6K -435 -2%
USCWA
560
U.S. Capital Wealth Advisors
Texas
$693K -$117K -3,246 -13%
AWM
561
Apollon Wealth Management
South Carolina
$691K +$18K +501 +2%
B
562
Bailard
California
$685K +$12.8K +357 +2%
KNW
563
Kesler Norman & Wride
Utah
$685K +$252K +7,019 +50%
DWT
564
Dorsey & Whitney Trust
South Dakota
$665K +$11.8K +329 +2%
FTC
565
Farmers Trust Company
Ohio
$662K -$7.66K -213 -1%
WANY
566
Wealthspire Advisors (New York)
New York
$659K +$11.2K +311 +2%
ECA
567
Elevated Capital Advisors
Utah
$650K +$5.5K +153 +0.8%
EFM
568
E Fund Management
China
$649K +$256K +7,131 +56%
BFG
569
Bleakley Financial Group
New Jersey
$648K +$4.85K +135 +0.7%
SCTC
570
Sanibel Captiva Trust Company
Florida
$647K +$29.8K +829 +4%
VWM
571
Venturi Wealth Management
Texas
$645K -$308K -8,564 -30%
A
572
Argentarii
Ohio
$644K +$709K +19,724 New
VI
573
Vestcor Inc
New Brunswick, Canada
$633K
EI
574
Ellevest Inc
New York
$629K -$20.8K -579 -3%
IWA
575
IBEX Wealth Advisors
New Jersey
$627K -$621K -17,282 -47%