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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
626
Boston Trust Walden
Massachusetts
$211K
DAS
627
Diversify Advisory Services
Utah
$210K -$10.3K -53 -4%
SVWAG
628
Sound View Wealth Advisors Group
Georgia
$210K -$142K -733 -38%
IWM
629
IHT Wealth Management
Illinois
$209K -$84.1K -433 -26%
AWA
630
Aaron Wealth Advisors
Illinois
$209K -$107K -553 -32%
Jones Financial Companies
631
Jones Financial Companies
Missouri
$205K -$42K -216 -16%
HI
632
Harbour Investments
Wisconsin
$205K +$1.75K +9 +0.8%
BFO
633
Biltmore Family Office
North Carolina
$204K
IFS
634
Ifrah Financial Services
Arkansas
$204K +$583 +3 +0.3%
TIAA Trust, National Association
635
TIAA Trust, National Association
North Carolina
$203K +$8.16K +42 +4%
V
636
VeraBank
Texas
$202K
PA
637
PharVision Advisers
Florida
$202K +$225K +1,159 New
BWP
638
Balboa Wealth Partners
Arizona
$202K
CSPIA
639
Cary Street Partners Investment Advisory
Virginia
$200K -$464K -2,390 -67%
BSAM
640
Blue Square Asset Management
New York
$200K
QCG
641
Quadrant Capital Group
Ohio
$196K -$158K -814 -42%
VAG
642
VisionPoint Advisory Group
Texas
$193K -$6.61K -34 -3%
SFA
643
Semmax Financial Advisors
North Carolina
$193K -$22K -113 -10%
Federated Hermes
644
Federated Hermes
Pennsylvania
$190K +$40.6K +209 +24%
AA
645
Ancora Advisors
Ohio
$176K +$3.5K +18 +2%
AIM
646
Arcadia Investment Management
Michigan
$174K +$194K +1,000 New
CT
647
Caldwell Trust
Florida
$172K
DSC
648
Duncker Streett & Co
Missouri
$168K -$851K -4,381 -82%
PCM
649
Penserra Capital Management
California
$166K +$62.6K +322 +50%
MCM
650
MAI Capital Management
Ohio
$165K +$4.27K +22 +2%