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Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
651
Texas Capital Bank Wealth Management Services
Texas
$322K
NSIM
652
North Star Investment Management
Illinois
$318K
DT
653
Diversified Trust
Tennessee
$318K +$20.6K +63 +7%
PWM
654
Perigon Wealth Management
California
$317K -$31.8K -97 -10%
2L
655
25 LLC
Missouri
$315K -$327 -1 -0.1%
CA
656
CoreCap Advisors
Michigan
$314K -$14.7K -45 -5%
GT
657
Greenleaf Trust
Michigan
$313K -$12.4K -38 -4%
VI
658
Versor Investments
New York
$312K +$295K +900 New
FC
659
Fulcrum Capital
Washington
$309K
II
660
Inspire Investing
Idaho
$309K -$5.24K -16 -2%
AFWM
661
Abich Financial Wealth Management
Virginia
$303K +$286K +873 New
JCM
662
Jacobi Capital Management
Pennsylvania
$301K -$45.5K -139 -14%
SCA
663
Snowden Capital Advisors
New York
$299K -$65.1K -199 -19%
CL
664
CSS LLC
Illinois
$298K -$190K -580 -40%
DCM
665
DGS Capital Management
New Jersey
$296K +$280K +855 New
PWP
666
Phillips Wealth Planners
Mississippi
$296K -$16.4K -50 -5%
BW
667
BIP Wealth
Georgia
$292K +$3.27K +10 +1%
AIM
668
Alhambra Investment Management
Florida
$289K +$273K +835 New
MHIC
669
Marble Harbor Investment Counsel
Massachusetts
$282K +$21.3K +65 +9%
HPC
670
HM Payson & Co
Maine
$281K +$15.1K +46 +6%
Balyasny Asset Management
671
Balyasny Asset Management
Illinois
$281K +$265K +811 New
CPC
672
Cookson Peirce & Co
Pennsylvania
$281K +$265K +811 New
NB
673
Northwest Bancshares
Pennsylvania
$279K -$36.3K -111 -12%
XT
674
XTX Topco
Cayman Islands
$279K -$2.19M -6,695 -89%
MWP
675
Madison Wealth Partners
Wisconsin
$276K