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