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Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
551
Central Pacific Bank - Trust Division
Hawaii
$615K -$325K -4,143 -41%
HW
552
Hancock Whitney
Mississippi
$608K +$84.1K +1,071 +23%
RWP
553
RWA Wealth Partners
Massachusetts
$608K -$87.8K -1,118 -16%
MA
554
Mutual Advisors
Nebraska
$593K -$122K -1,553 -24%
WSFS
555
Wilmington Savings Fund Society
Delaware
$591K -$175K -2,228 -28%
HCM
556
Hollencrest Capital Management
California
$591K +$441K +5,608 +56,080%
ICP
557
Interchange Capital Partners
Pennsylvania
$579K -$155K -1,968 -26%
GF
558
Gries Financial
Ohio
$578K -$47K -598 -10%
CI
559
Cigna Investments
Connecticut
$578K +$18.4K +234 +4%
SWP
560
Sagespring Wealth Partners
Tennessee
$569K +$425K +5,405 New
AT
561
American Trust
Kentucky
$557K +$416K +5,294 New
ACM
562
Ashford Capital Management
Delaware
$548K
LAM
563
LECAP Asset Management
United Kingdom
$546K +$408K +5,192 New
PAG
564
Poinciana Advisors Group
Florida
$534K -$121K -1,544 -23%
MAS
565
Meeder Advisory Services
Ohio
$533K +$398K +5,063 New
EAM
566
Eschler Asset Management
United Kingdom
$525K +$187K +2,380 +35%
IFPG
567
Intrepid Financial Planning Group
Indiana
$524K
FFA
568
Fi3 Financial Advisors
Indiana
$521K +$51.1K +651 +15%
OC
569
Oppenheimer & Co
New York
$519K -$9.58K -122 -2%
FFM
570
Forum Financial Management
Illinois
$519K +$33.6K +428 +10%
AW
571
Atlas Wealth
Ohio
$503K
ASN
572
Advisory Services Network
Georgia
$492K +$280K +3,568 New
DAS
573
Dynamic Advisor Solutions
Arizona
$488K +$4.01K +51 +1%
NWM
574
Northwest Wealth Management
Iowa
$487K +$38.5K +490 +12%
JTWM
575
Jackson Thornton Wealth Management
Alabama
$471K +$353K +4,493 New