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Name Holding Trade Value Shares
Change
Change in
Stake
NEPPG
676
New England Professional Planning Group
Rhode Island
$214K
OR
677
Olympiad Research
Connecticut
$213K +$225K +1,441 New
LNC
678
Lincoln National Corp
Pennsylvania
$212K +$13K +83 +6%
BIAS
679
Beacon Investment Advisory Services
New Jersey
$210K
FW
680
FirstPurpose Wealth
Utah
$210K +$7.03K +45 +3%
Cerity Partners
681
Cerity Partners
New York
$209K -$5.54M -35,469 -96%
RCM
682
Radnor Capital Management
Pennsylvania
$207K +$219K +1,400 New
KWMG
683
King Wealth Management Group
Florida
$202K
PTC
684
Private Trust Company
Ohio
$201K +$93.7K +600 +79%
PWMG
685
Provence Wealth Management Group
California
$201K +$212K +1,360 New
MFS
686
Mirabella Financial Services
United Kingdom
$200K -$153K -978 -42%
SIM
687
Sentry Investment Management
Wisconsin
$197K -$34.1K -218 -14%
Federated Hermes
688
Federated Hermes
Pennsylvania
$191K +$35.3K +226 +21%
NS
689
NBC Securities
Alabama
$191K +$203K +1,297 New
PCM
690
Penserra Capital Management
California
$190K -$31.1K -199 -13%
ST
691
Smithfield Trust
Pennsylvania
$185K
PAM
692
Paradigm Asset Management
New York
$177K
OAM
693
Ostrum Asset Management
France
$165K -$1.25K -8 -0.7%
PPC
694
Park Place Capital
Alabama
$141K -$6.72K -43 -4%
EWA
695
EverSource Wealth Advisors
Alabama
$128K +$625 +4 +0.5%
WT
696
Washington Trust
Rhode Island
$126K
SWM
697
Spire Wealth Management
Virginia
$122K +$94.2K +603 +273%
EDRH
698
Edmond de Rothschild Holding
Switzerland
$117K -$37.5K -240 -23%
PFBT
699
Parkside Financial Bank & Trust
Missouri
$114K +$4.53K +29 +4%
AA
700
Alta Advisers
United Kingdom
$103K