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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
551
Pathway Financial Advisers
Indiana
$159K +$28 +2 +0%
BWM
552
Bullock Wealth Management
Indiana
$156K +$154K +10,901 New
FPL
553
Fortress Private Ledger
North Carolina
$155K -$30.8K -2,187 -17%
VF
554
Virtu Financial
New York
$153K +$150K +10,657 New
AI
555
AdvisorShares Investments
Maryland
$150K +$12.4K +880 +9%
SFA
556
Seneca Financial Advisors
New York
$149K – – –
GSEP
557
Golden State Equity Partners
California
$149K – – –
MAS
558
Meeder Advisory Services
Ohio
$148K +$2.59K +184 +2%
CMMS
559
Comprehensive Money Management Services
Florida
$147K +$145K +10,285 New
RCM
560
Rockbridge Capital Management
Virginia
$143K – – –
CWP
561
Capital Wealth Planning
Florida
$143K +$141K +10,000 New
Federated Hermes
562
Federated Hermes
Pennsylvania
$140K -$36.6K -2,596 -21%
SAM
563
Smartleaf Asset Management
Massachusetts
$137K +$119K +8,445 +818%
RAM
564
Resona Asset Management
Japan
$115K – – –
MHIP
565
Mountain Hill Investment Partners
New Jersey
$115K – – –
TFA
566
Toth Financial Advisory
Virginia
$109K +$1.41K +100 +1%
CPCPP
567
Canada Post Corporation Pension Plan
Canada
$104K +$53.3K +3,780 +108%
MCM
568
MAI Capital Management
Ohio
$103K +$16.2K +1,146 +19%
SIA
569
Sit Investment Associates
Minnesota
$101K – – –
GRP
570
Global Retirement Partners
California
$97.8K +$1.13K +80 +1%
AIP
571
Ameritas Investment Partners
Nebraska
$96.4K – – –
ECSS
572
Eurizon Capital SGR SpA
$91.8K +$89.4K +6,341 New
ECA
573
Elevated Capital Advisors
Utah
$91.2K +$89.7K +6,363 New
CIM
574
Contravisory Investment Management
Massachusetts
$80.7K +$79.4K +5,631 New
EWM
575
Evermay Wealth Management
Virginia
$76K – – –