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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
601
ORG Wealth Partners
Texas
$86.2K +$64.9K +170 +130%
PA
602
Parallel Advisors
California
$82.2K -$11.1K -29 -9%
MG
603
Mather Group
Illinois
$80.9K +$108K +283 New
MWPCG
604
Measured Wealth Private Client Group
New Hampshire
$79.1K +$105K +276 New
SIC
605
SJS Investment Consulting
Ohio
$78.8K +$104K +272 +9,067%
MA
606
MCF Advisors
Kentucky
$75.6K
CLOS
607
Compagnie Lombard Odier SCmA
Switzerland
$74.5K
BTI
608
Blue Trust Inc
Georgia
$73.6K +$4.58K +12 +5%
CIAM
609
Caitong International Asset Management
Hong Kong
$69.6K +$77.9K +204 +523%
CAL
610
Capital Advisors Ltd
Ohio
$68K -$10.3K -27 -10%
SS
611
SBI Securities
Japan
$65K -$1.91K -5 -2%
AA
612
Addison Advisors
Vermont
$64.5K
OP
613
ORG Partners
Indiana
$61.8K +$4.2K +11 +5%
PCM
614
Penserra Capital Management
California
$59K +$764 +2 +1%
Swedbank
615
Swedbank
Sweden
$53K
JWA
616
JFS Wealth Advisors
Pennsylvania
$52.7K +$382 +1 +0.5%
PPA
617
Pilgrim Partners Asia
Singapore
$51.6K +$68.8K +180 New
CYG
618
Clean Yield Group
Vermont
$50.7K
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$49.3K -$91.7K -240 -58%
CT
620
Coastline Trust
Rhode Island
$48.7K
AUB
621
Atlantic Union Bankshares
Virginia
$46.4K
Federated Hermes
622
Federated Hermes
Pennsylvania
$46.4K -$1.15K -3 -2%
EWA
623
EverSource Wealth Advisors
Alabama
$45.3K +$7.64K +20 +14%
PTC
624
Private Trust Company
Ohio
$45K -$14.5K -38 -19%
RF
625
Rossby Financial
Florida
$43.6K +$2.29K +6 +4%