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Name Holding Trade Value Shares
Change
Change in
Stake
PP
551
Patron Partners
Texas
$213K +$193K +1,290 New
FAIM
552
Financial Advocates Investment Management
Washington
$211K +$190K +1,273 New
Verition Fund Management
553
Verition Fund Management
Connecticut
$208K -$815K -5,458 -81%
BBA
554
Braun-Bostich & Associates
Pennsylvania
$207K +$186K +1,248 New
AF
555
Advisornet Financial
Minnesota
$204K +$1.49K +10 +0.8%
AMCA
556
Arthur M. Cohen & Associates
Illinois
$201K +$181K +1,215 New
CT
557
Caldwell Trust
Florida
$199K – – –
EI
558
Ellevest Inc
New York
$183K +$29.1K +195 +21%
RTC
559
Riverview Trust Company
Washington
$181K – – –
FHA
560
First Horizon Advisors
Tennessee
$180K +$128K +858 +367%
Federated Hermes
561
Federated Hermes
Pennsylvania
$169K -$1.24M -8,313 -89%
AIM
562
Arcadia Investment Management
Michigan
$166K – – –
TSW
563
Thompson Siegel & Walmsley
Virginia
$166K – – –
SPIA
564
Steward Partners Investment Advisory
New York
$165K -$92.3K -618 -38%
BAM
565
Belpointe Asset Management
Nevada
$161K – – –
FF
566
FourThought Financial
Florida
$157K +$747 +5 +0.5%
PCG
567
Private Capital Group
Connecticut
$156K -$19.1K -128 -12%
HFS
568
Hantz Financial Services
Michigan
$155K +$6.27K +42 +5%
CMBA
569
C.M. Bidwell & Associates
Hawaii
$151K +$7.02K +47 +5%
FDCDDQ
570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K – – –
HCP
571
Hexagon Capital Partners
Arkansas
$147K +$131K +875 +5,833%
NL
572
NKCFO LLC
Illinois
$145K – – –
BAM
573
Barrett Asset Management
New York
$140K +$126K +847 New
DZ Bank
574
DZ Bank
Germany
$130K – – –
PWMG
575
Prestige Wealth Management Group
New Jersey
$124K – – –