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Name Holding Trade Value Shares
Change
Change in
Stake
N
801
Numerai
California
$767K +$814K +18,290 New
SLI
802
Sumitomo Life Insurance
Japan
$762K +$33.6K +755 +4%
DT
803
Diversified Trust
Tennessee
$756K +$88.8K +1,994 +12%
FFA
804
Farther Finance Advisors
California
$755K -$53.1K -1,193 -6%
HIA
805
Harbor Investment Advisory
Maryland
$753K +$27.5K +618 +4%
BCCM
806
Bridge Creek Capital Management
Massachusetts
$747K
WBC
807
Westpac Banking Corp
Australia
$746K +$792K +17,785 New
SIA
808
Soltis Investment Advisors
Utah
$744K +$390K +8,765 +98%
PCM
809
Parsons Capital Management
Rhode Island
$744K -$15.7K -352 -2%
LWL
810
Leo Wealth LLC
Texas
$741K +$103K +2,319 +15%
TSW
811
Thompson Siegel & Walmsley
Virginia
$737K
PPW
812
Parcion Private Wealth
Washington
$736K -$223 -5 -0%
FB
813
Fulton Bank
Pennsylvania
$734K +$138K +3,109 +22%
ADL
814
Asset Dedication LLC
California
$729K -$49.4K -1,109 -6%
FHA
815
First Horizon Advisors
Tennessee
$729K +$18.4K +414 +2%
UPS
816
UHLMANN PRICE SECURITIES
Illinois
$715K +$759K +17,050 New
SIA
817
SkyView Investment Advisors
New Jersey
$712K +$41.7K +936 +6%
MC
818
Mathes Company
New York
$709K +$97.9K +2,200 +15%
BCM
819
BluePath Capital Management
Georgia
$707K +$176K +3,957 +31%
BP
820
BNP Paribas
France
$706K -$832K -18,685 -53%
CG
821
CFO4Life Group
Texas
$706K +$749K +16,829 New
LOAMS
822
Lombard Odier Asset Management (Switzerland)
Switzerland
$704K +$27.7K +622 +4%
CFGS
823
Concourse Financial Group Securities
Alabama
$701K -$12.5K -280 -2%
ISL
824
Ingalls & Snyder LLC
New York
$698K +$36.9K +828 +5%
SWM
825
Spire Wealth Management
Virginia
$689K +$1.87K +42 +0.3%