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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
301
Federated Hermes
Pennsylvania
$5.8K +$6.03K +60 New
PWMG
302
Private Wealth Management Group
New Jersey
$5.42K
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$5.42K +$101 +1 +2%
GWM
304
Geneos Wealth Management
Colorado
$5.22K
JWA
305
JFS Wealth Advisors
Pennsylvania
$5.22K +$101 +1 +2%
RS
306
R Squared
Hong Kong
$3.87K +$4.02K +40 New
LFA
307
LGT Financial Advisors
Texas
$3.77K
OC
308
Oakworth Capital
Alabama
$3.48K -$4.42K -44 -55%
LC
309
Lindbrook Capital
California
$3.1K
GRP
310
Global Retirement Partners
California
$3K
AssetMark Inc
311
AssetMark Inc
California
$2.81K -$101 -1 -3%
FG
312
Fairman Group
Pennsylvania
$2.52K
WSFS
313
Wilmington Savings Fund Society
Delaware
$2.42K
FHA
314
First Horizon Advisors
Tennessee
$2.32K
HCM
315
Hollencrest Capital Management
California
$2.23K
HNW
316
High Note Wealth
Minnesota
$2.13K +$2.21K +22 New
BIA
317
Bell Investment Advisors
California
$1.35K
DPW
318
DiNuzzo Private Wealth
Pennsylvania
$1.26K
APW
319
Aventura Private Wealth
Florida
$1.26K +$1.31K +13 New
HNB
320
Huntington National Bank
Ohio
$1.16K
SIC
321
SJS Investment Consulting
Ohio
$1.06K -$603 -6 -35%
MWA
322
Medallion Wealth Advisors
Connecticut
$1K +$1.31K +13 New
AF
323
Allworth Financial
California
$902 -$1.71K -17 -65%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$871
LFG
325
Larson Financial Group
Missouri
$580 +$101 +1 +20%