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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1451
LRI Investments
Florida
$539K +$121K +1,674 +29%
DO
1452
denkapparat Operations
Germany
$539K +$533K +7,400 New
TGAM
1453
TBH Global Asset Management
Tennessee
$538K +$118K +1,631 +28%
CIAS
1454
Capital Investment Advisory Services
North Carolina
$538K +$87K +1,207 +20%
TPW
1455
Transatlantique Private Wealth
New York
$537K +$531K +7,367 New
YIH
1456
Y-Intercept (HK)
Hong Kong
$537K -$3.8M -52,803 -88%
BSHC
1457
Breed's Hill Capital
Massachusetts
$536K +$6.41K +89 +1%
VCA
1458
Verdence Capital Advisors
Maryland
$533K +$60.6K +841 +13%
HA
1459
Harbor Advisors
Florida
$532K
CB
1460
Cadence Bank
Mississippi
$530K +$32.4K +450 +7%
AAA
1461
American Alpha Advisors
New York
$529K +$523K +7,260 New
SPF
1462
South Plains Financial
Texas
$528K +$26.9K +373 +5%
FHA
1463
First Horizon Advisors
Tennessee
$528K +$108K +1,500 +26%
TPM
1464
Triasima Portfolio Management
Quebec, Canada
$527K +$174K +2,409 +50%
EA
1465
Everpar Advisors
Oklahoma
$525K +$13.8K +191 +3%
FCH
1466
Freestone Capital Holdings
Washington
$525K -$74.3K -1,032 -13%
TSMHT
1467
Thurston Springer Miller Herd & Titak
Indiana
$521K +$201K +2,784 +64%
LFA
1468
Legacy Financial Advisors
Kentucky
$521K +$515K +7,149 New
GPI
1469
General Partner Inc
Pennsylvania
$520K
OCM
1470
Orion Capital Management
California
$519K +$337K +4,675 +191%
SFO
1471
Stokes Family Office
Louisiana
$518K +$512K +7,106 New
TA
1472
TFB Advisors
Kansas
$517K +$44.5K +617 +10%
UIM
1473
Unified Investment Management
Georgia
$516K +$510K +7,085 New
SAM
1474
Secure Asset Management
Michigan
$514K +$164K +2,277 +48%
CAMG
1475
CWA Asset Management Group
Florida
$514K +$234K +3,247 +85%