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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
851
Physician Wealth Advisors
Utah
$883K +$5.16K +16 +0.6%
FRA
852
Frank Rimerman Advisors
California
$882K -$73.5K -228 -8%
WIC
853
Wilkins Investment Counsel
Massachusetts
$873K -$16.1K -50 -2%
CI
854
Cigna Investments
Connecticut
$869K -$29.3K -91 -3%
OF
855
Outfitter Financial
Maine
$868K -$467K -1,450 -36%
WAOTB
856
Wealth Advisors of Tampa Bay
Florida
$866K
Federated Hermes
857
Federated Hermes
Pennsylvania
$864K -$284K -882 -25%
EFG
858
Everhart Financial Group
Ohio
$860K +$150K +465 +22%
TC
859
TownSquare Capital
Utah
$860K -$11.2M -34,659 -93%
RWA
860
River Wealth Advisors
Pennsylvania
$857K +$21.6K +67 +3%
GSB
861
Greenfield Savings Bank
Massachusetts
$852K -$25.8K -80 -3%
HI
862
Humankind Investments
New York
$852K -$998K -3,097 -55%
SIM
863
Seaview Investment Managers
Florida
$851K -$50K -155 -6%
CFG
864
Cooper Financial Group
California
$851K -$64.5K -200 -7%
IGAM
865
iA Global Asset Management
Quebec, Canada
$847K -$868K -2,694 -51%
CS
866
Cannell & Spears
New York
$843K
AIP
867
Ameritas Investment Partners
Nebraska
$833K -$28K -87 -3%
ADL
868
Asset Dedication LLC
California
$831K +$394K +1,222 +95%
BIM
869
Baldwin Investment Management
Pennsylvania
$828K -$645 -2 -0.1%
PMA
870
Prudent Man Advisors
Illinois
$827K -$14.5K -45 -2%
NWMG
871
National Wealth Management Group
Ohio
$824K -$69K -214 -8%
GRP
872
Global Retirement Partners
California
$823K +$803K +2,490 New
BC
873
Bridgefront Capital
Texas
$823K +$802K +2,489 New
IQI
874
Integrated Quantitative Investments
Washington
$823K +$802K +2,489 New
RWP
875
RWA Wealth Partners
Massachusetts
$818K -$102K -315 -11%