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Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$33K – – –
AOWM
202
Alpha Omega Wealth Management
Virginia
$33K – – –
CMBA
203
C.M. Bidwell & Associates
Hawaii
$33K – – –
CF
204
Centaurus Financial
California
$32K +$29K +974 New
Federated Hermes
205
Federated Hermes
Pennsylvania
$31K +$3.78K +127 +15%
SWA
206
Sutton Wealth Advisors
Florida
$30.2K – – –
HFM
207
Harvest Fund Management
China
$26K – – –
RWP
208
RWA Wealth Partners
Massachusetts
$21K +$19.4K +650 New
FRA
209
Front Row Advisors
California
$15K – – –
PCM
210
Prelude Capital Management
New York
$10K +$9.14K +307 New
FIB
211
First Interstate Bank
Montana
$10K +$9.56K +321 New
IFAM
212
Institutional & Family Asset Management
Colorado
$8K – – –
MOACM
213
Mutual of America Capital Management
New York
$8K +$7.71K +259 New
RCAG
214
Rehmann Capital Advisory Group
Michigan
$7.8K +$3.99K +134 +128%
PCG
215
Private Capital Group
Connecticut
$7K +$7.06K +237 New
OWA
216
One Wealth Advisors
California
$5K – – –
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
ASN
218
Advisory Services Network
Georgia
$4K – – –
PA
219
Parallel Advisors
California
$4K +$1.7K +57 +68%
QCG
220
Quadrant Capital Group
Ohio
$3K -$3.75K -126 -51%
GAM
221
Gemmer Asset Management
California
$3K – – –
TWA
222
TCI Wealth Advisors
Arizona
$3K – – –
MIM
223
Macroview Investment Management
Maryland
$3K +$3.01K +101 New
HMS
224
Hanseatic Management Services
New Mexico
$1K -$804 -27 -44%
CAW
225
Cornerstone Advisors (Washington)
Washington
$1K – – –