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Name Holding Trade Value Shares
Change
Change in
Stake
CH
976
Cromwell Holdings
Wyoming
$152K +$33.6K +146 +30%
OL
977
OneFund LLC
Florida
$151K -$1.84K -8 -1%
HIA
978
Harbor Investment Advisory
Maryland
$149K
WETS
979
Wealth Enhancement Trust Services
South Dakota
$148K +$10.8K +47 +8%
SR
980
Swiss Re
Switzerland
$141K +$123K +532 +1,043%
OP
981
Oslo Pensjonsforsikring
$124K
EWM
982
Evermay Wealth Management
Virginia
$123K +$51.8K +225 +79%
PWA
983
Principia Wealth Advisory
Texas
$123K +$114K +495 +3,300%
EB
984
Eastern Bank
Massachusetts
$123K
QL
985
Quarry LP
New York
$120K -$219K -951 -66%
TWD
986
True Wealth Design
Ohio
$117K +$17.7K +77 +19%
WBC
987
Westpac Banking Corp
Australia
$109K -$229K -996 -69%
AT
988
Arlington Trust
Alabama
$109K +$75.1K +326 +265%
PTC
989
Private Trust Company
Ohio
$108K -$2.3K -10 -2%
AIM
990
Axiom Investment Management
New York
$101K -$1.15K -5 -1%
PJC
991
Phillip James Consulting
Minnesota
$98.7K +$94K +408 New
Federated Hermes
992
Federated Hermes
Pennsylvania
$98K -$133K -578 -59%
JFGIW
993
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.3K
SGFG
994
Silver Grove Financial Group
New York
$93.2K +$82.5K +358 +1,326%
TFIPS
995
Towarzystwo Funduszy Inwestycyjnych PZU SA
$93.1K +$20.7K +90 +31%
DWM
996
Dogwood Wealth Management
Kansas
$91.2K -$167K -726 -66%
GEA
997
Glen Eagle Advisors
New Jersey
$89.5K
UFF
998
USA Financial Formulas
Michigan
$82.7K -$645K -2,798 -89%
KFAS
999
Keating Financial Advisory Services
Kansas
$81.3K +$20K +87 +35%
TFA
1000
Transamerica Financial Advisors
Florida
$80.8K +$18.9K +82 +33%