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Name Holding Trade Value Shares
Change
Change in
Stake
GC
601
Globeflex Capital
California
$88.5K – – –
OWP
602
ORG Wealth Partners
Texas
$86.2K +$64.9K +170 +130%
PA
603
Parallel Advisors
California
$82.2K -$11.1K -29 -9%
MG
604
Mather Group
Illinois
$80.9K +$108K +283 New
MWPCG
605
Measured Wealth Private Client Group
New Hampshire
$79.1K +$105K +276 New
SIC
606
SJS Investment Consulting
Ohio
$78.8K +$104K +272 +9,067%
MA
607
MCF Advisors
Kentucky
$75.6K – – –
CLOS
608
Compagnie Lombard Odier SCmA
Switzerland
$74.5K – – –
BTI
609
Blue Trust Inc
Georgia
$73.6K +$4.58K +12 +5%
CIAM
610
Caitong International Asset Management
Hong Kong
$69.6K +$77.9K +204 +523%
CAL
611
Capital Advisors Ltd
Ohio
$68K -$10.3K -27 -10%
SS
612
SBI Securities
Japan
$65K -$1.91K -5 -2%
AA
613
Addison Advisors
Vermont
$64.5K – – –
OP
614
ORG Partners
Indiana
$61.8K +$4.2K +11 +5%
PCM
615
Penserra Capital Management
California
$59K +$764 +2 +1%
Swedbank
616
Swedbank
Sweden
$53K – – –
JWA
617
JFS Wealth Advisors
Pennsylvania
$52.7K +$382 +1 +0.5%
PPA
618
Pilgrim Partners Asia
Singapore
$51.6K +$68.8K +180 New
CYG
619
Clean Yield Group
Vermont
$50.7K – – –
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$49.3K -$91.7K -240 -58%
CT
621
Coastline Trust
Rhode Island
$48.7K – – –
AUB
622
Atlantic Union Bankshares
Virginia
$46.4K – – –
Federated Hermes
623
Federated Hermes
Pennsylvania
$46.4K -$1.15K -3 -2%
EWA
624
EverSource Wealth Advisors
Alabama
$45.3K +$7.64K +20 +14%
PTC
625
Private Trust Company
Ohio
$45K -$14.5K -38 -19%