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Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
551
Central Pacific Bank - Trust Division
Hawaii
$572K -$51.7K -1,941 -8%
EWP
552
Elevation Wealth Partners
California
$568K
WA
553
Waverly Advisors
Alabama
$566K +$165K +6,209 +43%
VT
554
Vise Technologies
New York
$559K +$12.7K +477 +2%
LP
555
LMR Partners
United Kingdom
$558K +$383K +14,364 +235%
ATPW
556
Ashton Thomas Private Wealth
Arizona
$557K +$25.5K +956 +5%
AI
557
Atria Investments
North Carolina
$553K -$561K -21,033 -51%
MAS
558
Meeder Advisory Services
Ohio
$552K -$160K -6,019 -23%
DA
559
Denali Advisors
California
$549K
HCA
560
Harbor Capital Advisors
Illinois
$547K +$14.2K +532 +3%
QP
561
Quartz Partners
New York
$544K +$33.8K +1,270 +7%
WT
562
Whittier Trust
California
$543K -$10.7K -400 -2%
GI
563
GAMCO Investors
Connecticut
$543K -$34.6K -1,300 -6%
1C
564
111 Capital
France
$533K +$80.1K +3,006 +18%
CB
565
Centennial Bank
Arkansas
$530K -$221K -8,300 -30%
ICM
566
Islay Capital Management
Texas
$521K +$510K +19,131 New
CWA
567
Centennial Wealth Advisory
Michigan
$521K +$28.8K +1,081 +6%
CL
568
CSS LLC
Illinois
$516K -$582K -21,850 -54%
WANY
569
Wealthspire Advisors (New York)
New York
$512K -$39.5K -1,484 -7%
TAM
570
Tocqueville Asset Management
New York
$508K -$1.49K -56 -0.3%
DMBA
571
Deseret Mutual Benefit Administrators
Utah
$501K +$75.3K +2,825 +18%
PA
572
Parallel Advisors
California
$500K -$18.3K -686 -4%
TC
573
Truvestments Capital
Florida
$496K +$421K +15,816 +655%
IRP
574
Investment Research Partners
Pennsylvania
$496K +$477K +17,889 New
OFG
575
OmniStar Financial Group
North Carolina
$492K +$95.9K +3,598 +25%