Name Holding Trade Value Shares
Change
Change in
Stake
OPS
551
Orion Portfolio Solutions
Nebraska
$730K +$109K +3,043 +16%
NVCHI
552
New Vernon Capital Holdings II
New Jersey
$728K – – –
HI
553
Human Investing
Oregon
$727K -$16K -444 -2%
SCM
554
Stevens Capital Management
Pennsylvania
$726K +$799K +22,237 New
SPA
555
Sherbrooke Park Advisers
New York
$716K +$789K +21,952 New
FFA
556
Farther Finance Advisors
California
$699K -$15.9K -442 -2%
VSQM
557
V-Square Quantitative Management
Illinois
$697K +$33K +917 +4%
DA
558
Denali Advisors
California
$697K -$130K -3,606 -14%
SAM
559
Silvercrest Asset Management
New York
$696K – – –
SWIG
560
Strategic Wealth Investment Group
Kentucky
$696K – – –
EWP
561
Elevation Wealth Partners
California
$694K -$15.6K -435 -2%
USCWA
562
U.S. Capital Wealth Advisors
Texas
$693K -$117K -3,246 -13%
AWM
563
Apollon Wealth Management
South Carolina
$691K +$18K +501 +2%
B
564
Bailard
California
$685K +$12.8K +357 +2%
KNW
565
Kesler Norman & Wride
Utah
$685K +$252K +7,019 +50%
DWT
566
Dorsey & Whitney Trust
South Dakota
$665K +$11.8K +329 +2%
FTC
567
Farmers Trust Company
Ohio
$662K -$7.66K -213 -1%
WANY
568
Wealthspire Advisors (New York)
New York
$659K +$11.2K +311 +2%
ECA
569
Elevated Capital Advisors
Utah
$650K +$5.5K +153 +0.8%
EFM
570
E Fund Management
China
$649K +$256K +7,131 +56%
BFG
571
Bleakley Financial Group
New Jersey
$648K +$4.85K +135 +0.7%
SCTC
572
Sanibel Captiva Trust Company
Florida
$647K +$29.8K +829 +4%
VWM
573
Venturi Wealth Management
Texas
$645K -$308K -8,564 -30%
A
574
Argentarii
Ohio
$644K +$709K +19,724 New
VI
575
Vestcor Inc
New Brunswick, Canada
$633K – – –