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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
676
Prestige Wealth Management Group
New Jersey
$154K
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$152K +$73.6K +369 +96%
HFM
678
Harvest Fund Management
China
$152K +$85.1K +427 +132%
GWM
679
Geneos Wealth Management
Colorado
$146K
JFGIW
680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K -$59.8K -300 -30%
CWM
681
Compass Wealth Management
Connecticut
$142K
JSAM
682
J. Safra Asset Management
New York
$136K -$33.1K -166 -20%
GRP
683
Global Retirement Partners
California
$125K +$1.79K +9 +2%
BAM
684
Byrne Asset Management
New Jersey
$124K
HB
685
Horizon Bancorp
Indiana
$124K +$102K +513 +508%
Federated Hermes
686
Federated Hermes
Pennsylvania
$119K -$43.1K -216 -27%
TWM
687
Tradition Wealth Management
Minnesota
$117K +$399 +2 +0.3%
ETC
688
Exchange Traded Concepts
Oklahoma
$116K -$298K -1,497 -72%
WBC
689
Westpac Banking Corp
Australia
$112K -$676K -3,392 -86%
GM
690
GeoWealth Management
Illinois
$111K +$30.7K +154 +39%
JWA
691
JFS Wealth Advisors
Pennsylvania
$108K +$23.5K +118 +28%
DGAM
692
Desjardins Global Asset Management
Quebec, Canada
$103K -$423K -2,121 -81%
AA
693
Alta Advisers
United Kingdom
$101K
PA
694
Parallel Advisors
California
$101K +$12K +60 +14%
EDRH
695
Edmond de Rothschild Holding
Switzerland
$92.4K -$6.18K -31 -6%
WT
696
Whittier Trust
California
$91.6K +$797 +4 +0.9%
GFPC
697
Global Financial Private Client
Florida
$83.6K
DWA
698
Dougherty Wealth Advisers
Minnesota
$82.7K
TIM
699
Thompson Investment Management
Wisconsin
$79.7K -$8.97K -45 -10%
CA
700
Clearstead Advisors
Ohio
$78.5K +$56K +281 +260%