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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
651
Realta Investment Advisors
Delaware
$97K +$91.5K +6,080 New
MAM
652
Marquette Asset Management
Minnesota
$96K +$90.1K +5,988 New
CGT
653
Capital Guardian Trust
California
$90K +$84.3K +5,600 New
Federated Hermes
654
Federated Hermes
Pennsylvania
$84K -$121K -8,012 -60%
PB
655
Pinnacle Bancorp
Nebraska
$84K – – –
AIM
656
Anchor Investment Management
South Carolina
$83.6K – – –
MAM
657
Meeder Asset Management
Ohio
$82K +$57.6K +3,828 +302%
EWM
658
Endurance Wealth Management
Rhode Island
$77K – – –
PA
659
Parallel Advisors
California
$75K +$4.15K +276 +6%
OIA
660
OneDigital Investment Advisors
Kansas
$73K – – –
IWP
661
Icon Wealth Partners
Texas
$71K +$66.5K +4,416 New
QCG
662
Quadrant Capital Group
Ohio
$65K +$58.8K +3,904 +938%
FPS
663
Fieldpoint Private Securities
Connecticut
$64K – – –
SMFS
664
Squar Milner Financial Services
California
$62K – – –
ONST
665
Old North State Trust
North Carolina
$62K +$9.93K +660 +21%
TF
666
Tompkins Financial
New York
$59K – – –
TFA
667
Toth Financial Advisory
Virginia
$59K – – –
PHK
668
Point72 Hong Kong
Hong Kong
$59K +$55K +3,652 New
ZB
669
Zions Bancorporation
Utah
$59K +$55.7K +3,700 New
FCA
670
FinTrust Capital Advisors
South Carolina
$57K -$3.01K -200 -5%
WT
671
Whittier Trust
California
$56K – – –
FMTCOCP
672
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K – – –
PCG
673
Private Capital Group
Connecticut
$54K +$4.15K +276 +9%
CAW
674
Cornerstone Advisors (Washington)
Washington
$54K +$7.16K +476 +16%
GLI
675
Guardian Life Insurance
New York
$53K +$783 +52 +2%