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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
151
JFS Wealth Advisors
Pennsylvania
$22K +$21.1K +580 +542%
EWA
152
EverSource Wealth Advisors
Alabama
$21K +$24.4K +670 New
BTI
153
Blue Trust Inc
Georgia
$20K +$9.28K +255 +76%
FF
154
FourThought Financial
Florida
$18K +$20.4K +560 New
GWS
155
Glassman Wealth Services
Virginia
$17K +$473 +13 +2%
PMFA
156
Plante Moran Financial Advisors
Michigan
$16K
WT
157
Washington Trust
Rhode Island
$16K
HCP
158
Hexagon Capital Partners
Arkansas
$16K +$11.2K +309 +153%
GRP
159
Global Retirement Partners
California
$15K -$145 -4 -1%
WTC
160
WhitTier Trust Company
Nevada
$13K -$291 -8 -2%
MIFH
161
Migdal Insurance & Financial Holdings
Israel
$13K +$14.2K +390 New
CA
162
Clearstead Advisors
Ohio
$13K +$14.5K +400 New
HWMA
163
Heritage Wealth Management (Arizona)
Arizona
$11K
CFO
164
CVA Family Office
Colorado
$10K
FRA
165
Front Row Advisors
California
$9K -$7.93K -218 -45%
UB
166
UMB Bank
Missouri
$9K -$1.05K -29 -9%
SC
167
Schubert & Co
Texas
$9K +$1.96K +54 +23%
JFA
168
JNBA Financial Advisors
Minnesota
$9K +$10.3K +283 New
MCM
169
Manchester Capital Management
Vermont
$9K +$10.6K +291 New
HR
170
Howe & Rusling
New York
$8K -$8.77K -241 -49%
OLVIG
171
Oliver Lagore Vanvalin Investment Group
Michigan
$8K +$873 +24 +11%
PB
172
Pinnacle Bancorp
Nebraska
$5K -$8.11K -223 -58%
Federated Hermes
173
Federated Hermes
Pennsylvania
$5K
OAJ
174
Ogorek Anthony Joseph
New York
$5K
TLCM
175
Twin Lakes Capital Management
California
$5K +$5.38K +148 New