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Name Holding Trade Value Shares
Change
Change in
Stake
WG
1301
Winton Group
United Kingdom
$277K +$251K +655 New
Federated Hermes
1302
Federated Hermes
Pennsylvania
$275K -$3.71M -9,666 -94%
FPCG
1303
Forum Private Client Group
Indiana
$275K +$767 +2 +0.3%
BW
1304
BXM Wealth
Colorado
$274K +$249K +649 New
SAM
1305
Shell Asset Management
Netherlands
$274K -$1.86M -4,860 -88%
ISL
1306
Ingalls & Snyder LLC
New York
$274K
RZH
1307
Relyea Zuckerberg Hanson
Connecticut
$272K +$1.92K +5 +0.8%
CGA
1308
Crescent Grove Advisors
Illinois
$272K
AWM
1309
Aprio Wealth Management
Georgia
$272K +$247K +643 New
OCM
1310
One Capital Management
California
$271K -$1.53K -4 -0.6%
CA
1311
Crewe Advisors
Utah
$270K +$44.1K +115 +22%
CAAS
1312
Capital Asset Advisory Services
Michigan
$269K -$7.67K -20 -3%
CAM
1313
Concorde Asset Management
Michigan
$268K +$240K +626 New
WC
1314
Waterloo Capital
Texas
$268K +$243K +633 New
SB
1315
Strategic Blueprint
Georgia
$267K +$242K +632 New
EGM
1316
Engineers Gate Manager
New York
$266K -$18.1M -47,262 -99%
CAG
1317
Centerpoint Advisory Group
Kansas
$266K
LWP
1318
LMG Wealth Partners
Louisiana
$265K
MMHP
1319
Murphy Middleton Hinkle & Parker
Georgia
$265K +$240K +627 New
PHAM
1320
Palisades Hudson Asset Management
Florida
$262K
VNA
1321
Valley National Advisers
Pennsylvania
$260K -$7.28K -19 -3%
PCA
1322
Purkiss Capital Advisors
Connecticut
$259K +$235K +614 New
NCMW
1323
Northern Capital Management (Washington)
Washington
$258K +$383 +1 +0.2%
QFA
1324
Quantum Financial Advisors
California
$257K +$233K +608 New
BB
1325
Bell Bank
North Dakota
$257K +$233K +608 New