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Name Holding Trade Value Shares
Change
Change in
Stake
VFS
901
Valpey Financial Services
New Hampshire
$648K +$664K +2,351 New
Adage Capital Partners
902
Adage Capital Partners
Massachusetts
$646K -$97M -343,328 -99%
Federated Hermes
903
Federated Hermes
Pennsylvania
$644K +$110K +391 +20%
UB
904
UMB Bank
Missouri
$640K +$13.6K +48 +2%
PL
905
Perpetual Ltd
Australia
$638K -$487K -1,724 -43%
HPM
906
Hudson Portfolio Management
New York
$637K – – –
LFAS
907
Level Four Advisory Services
Texas
$637K -$22.3K -79 -3%
FCMC
908
Founders Capital Management (Connecticut)
Connecticut
$635K – – –
CCA
909
Coign Capital Advisors
Utah
$635K +$9.04K +32 +1%
RWA
910
River Wealth Advisors
Pennsylvania
$634K – – –
AIM
911
Aigen Investment Management
New York
$634K +$650K +2,299 New
PCP
912
Proficio Capital Partners
Massachusetts
$632K +$648K +2,294 New
HTC
913
Haverford Trust Company
Pennsylvania
$629K -$13K -46 -2%
BFG
914
Birch Financial Group
New Hampshire
$629K -$33.6K -119 -5%
CHAM
915
Clear Harbor Asset Management
Connecticut
$626K -$115K -407 -15%
AIP
916
Ameritas Investment Partners
Nebraska
$624K -$27.7K -98 -4%
ADL
917
Asset Dedication LLC
California
$623K +$37.3K +132 +6%
TWIM
918
TIAA Wealth Investment Management
New York
$622K +$223K +789 +54%
RWA
919
Redhawk Wealth Advisors
Minnesota
$616K +$1.98K +7 +0.3%
PCIA
920
Prime Capital Investment Advisors
Kansas
$615K -$67.8K -240 -10%
RIL
921
Rothschild Investment LLC
Illinois
$615K -$38.1K -135 -6%
CIA
922
Capital Investment Advisors
Georgia
$609K -$25.4K -90 -4%
WAM
923
Wolverine Asset Management
Illinois
$607K – – –
IF
924
Intrua Financial
Texas
$607K +$622K +2,202 New
TFS
925
Thoroughbred Financial Services
Tennessee
$607K -$111K -392 -15%