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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$23K +$8.66K +238 +54%
SWM
152
Spire Wealth Management
Virginia
$22K -$9.68K -266 -28%
JWA
153
JFS Wealth Advisors
Pennsylvania
$22K +$21.1K +580 +542%
EWA
154
EverSource Wealth Advisors
Alabama
$21K +$24.4K +670 New
BTI
155
Blue Trust Inc
Georgia
$20K +$9.28K +255 +76%
FF
156
FourThought Financial
Florida
$18K +$20.4K +560 New
GWS
157
Glassman Wealth Services
Virginia
$17K +$473 +13 +2%
PMFA
158
Plante Moran Financial Advisors
Michigan
$16K – – –
WT
159
Washington Trust
Rhode Island
$16K – – –
HCP
160
Hexagon Capital Partners
Arkansas
$16K +$11.2K +309 +153%
GRP
161
Global Retirement Partners
California
$15K -$145 -4 -1%
WTC
162
WhitTier Trust Company
Nevada
$13K -$291 -8 -2%
MIFH
163
Migdal Insurance & Financial Holdings
Israel
$13K +$14.2K +390 New
CA
164
Clearstead Advisors
Ohio
$13K +$14.5K +400 New
HWMA
165
Heritage Wealth Management (Arizona)
Arizona
$11K – – –
CFO
166
CVA Family Office
Colorado
$10K – – –
FRA
167
Front Row Advisors
California
$9K -$7.93K -218 -45%
UB
168
UMB Bank
Missouri
$9K -$1.05K -29 -9%
SC
169
Schubert & Co
Texas
$9K +$1.96K +54 +23%
JFA
170
JNBA Financial Advisors
Minnesota
$9K +$10.3K +283 New
MCM
171
Manchester Capital Management
Vermont
$9K +$10.6K +291 New
HR
172
Howe & Rusling
New York
$8K -$8.77K -241 -49%
OLVIG
173
Oliver Lagore Vanvalin Investment Group
Michigan
$8K +$873 +24 +11%
PB
174
Pinnacle Bancorp
Nebraska
$5K -$8.11K -223 -58%
Federated Hermes
175
Federated Hermes
Pennsylvania
$5K – – –