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