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Name Holding Trade Value Shares
Change
Change in
Stake
PP
651
PFS Partners
New Jersey
$154K
CFO
652
CVA Family Office
Colorado
$150K -$16.6K -95 -10%
Federated Hermes
653
Federated Hermes
Pennsylvania
$148K +$175 +1 +0.1%
GEA
654
Glen Eagle Advisors
New Jersey
$146K +$38.4K +220 +38%
IUHSA
655
Itau Unibanco Holding S.A.
Brazil
$140K -$215K -1,228 -62%
PWMG
656
Prestige Wealth Management Group
New Jersey
$140K +$1.57K +9 +1%
GWM
657
Geneos Wealth Management
Colorado
$133K
CWM
658
Compass Wealth Management
Connecticut
$129K
SOW
659
State of Wyoming
Wyoming
$119K -$48.9K -280 -30%
BAM
660
Byrne Asset Management
New Jersey
$113K -$5.94K -34 -5%
MAM
661
Meeder Asset Management
Ohio
$111K -$49.6K -284 -32%
GRP
662
Global Retirement Partners
California
$110K +$2.45K +14 +2%
EWM
663
Endurance Wealth Management
Rhode Island
$107K
TWM
664
Tradition Wealth Management
Minnesota
$107K +$349 +2 +0.3%
AA
665
Alta Advisers
United Kingdom
$91.8K
EDRH
666
Edmond de Rothschild Holding
Switzerland
$89.7K -$20.6K -118 -19%
FAM
667
Fred Alger Management
New York
$86.1K +$22.7K +130 +38%
WT
668
Whittier Trust
California
$82.6K
TIM
669
Thompson Investment Management
Wisconsin
$80.7K
PA
670
Parallel Advisors
California
$80.4K -$5.94K -34 -7%
JWA
671
JFS Wealth Advisors
Pennsylvania
$76.4K +$175 +1 +0.2%
GFPC
672
Global Financial Private Client
Florida
$76.2K
DWA
673
Dougherty Wealth Advisers
Minnesota
$75.2K
AssetMark Inc
674
AssetMark Inc
California
$73.8K +$20.4K +117 +41%
GM
675
GeoWealth Management
Illinois
$73K +$873 +5 +1%