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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
551
Federated Hermes
Pennsylvania
$235K +$57K +331 +33%
IWM
552
IHT Wealth Management
Illinois
$234K -$26.9K -156 -10%
GL
553
Graypoint LLC
New York
$234K +$231K +1,340 New
CW
554
CreativeOne Wealth
Kansas
$233K +$230K +1,333 New
EI
555
Ellevest Inc
New York
$228K +$35K +203 +18%
BAM
556
Blueshift Asset Management
New Jersey
$228K +$225K +1,304 New
PCS
557
Personal CFO Solutions
New Jersey
$228K +$225K +1,308 New
Wolverine Trading
558
Wolverine Trading
Illinois
$226K +$220K +1,279 New
AIA
559
Affinity Investment Advisors
California
$226K +$223K +1,293 New
CWM
560
Curi Wealth Management
North Carolina
$225K – – –
CI
561
Conning Inc
Connecticut
$224K -$29.5K -171 -12%
MCA
562
Magnolia Capital Advisors
Mississippi
$224K -$5.51K -32 -2%
CWC
563
Carolinas Wealth Consulting
North Carolina
$224K -$5.17K -30 -2%
TAM
564
Trust Asset Management
Texas
$224K +$221K +1,281 New
GLLW
565
Graves Light Lenhart Wealth
Virginia
$222K -$19.1K -111 -8%
TMAM
566
Tokio Marine Asset Management
Japan
$221K +$218K +1,266 New
QI
567
Qtron Investments
Massachusetts
$220K +$217K +1,260 New
BBA
568
Braun-Bostich & Associates
Pennsylvania
$217K -$1.21K -7 -0.6%
AF
569
Advisornet Financial
Minnesota
$215K – – –
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$213K – – –
HCP
571
Hexagon Capital Partners
Arkansas
$213K +$57K +331 +37%
AMCA
572
Arthur M. Cohen & Associates
Illinois
$212K -$345 -2 -0.2%
WAS
573
Wealth Advisory Solutions
Indiana
$208K +$205K +1,189 New
PTC
574
Private Trust Company
Ohio
$207K -$38.8K -225 -16%
BWM
575
Buckley Wealth Management
Nevada
$207K +$204K +1,187 New