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Federated Hermes

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
Baystate Wealth Management
Massachusetts
$23K
APP
302
Avantax Planning Partners
Iowa
$21K +$21.5K +633 New
EA
303
Edge Advisors
Georgia
$19K -$2.34M -68,986 -99%
GWM
304
Geneos Wealth Management
Colorado
$19K +$6.79K +200 +53%
FCAG
305
First Capital Advisors Group
New Jersey
$19K +$19.3K +568 New
LWM
306
Lenox Wealth Management
Ohio
$16K
AIM
307
Advantage Investment Management
Iowa
$15K
PA
308
Parallel Advisors
California
$14K
MCWS
309
McKinley Carter Wealth Services
West Virginia
$14K +$13.8K +407 New
SWA
310
Sutton Wealth Advisors
Florida
$13.4K
WA
311
WealthTrust-Arizona
Arizona
$10K
BBA
312
Braun-Bostich & Associates
Pennsylvania
$9K
FMA
313
FNY Managed Accounts
New York
$9K +$5.06K +149 +101%
VFA
314
Valeo Financial Advisors
Indiana
$8K +$5.03K +148 +164%
CG
315
Cutler Group
California
$7K -$91.7K -2,700 -92%
GFP
316
Gryphon Financial Partners
Ohio
$7K
PCP
317
Proficio Capital Partners
Massachusetts
$6K
CTC
318
Central Trust Company
Missouri
$4K -$42.4K -1,247 -91%
FGC
319
Financial Gravity Companies
Texas
$4K -$5.57K -164 -51%
PMFA
320
Plante Moran Financial Advisors
Michigan
$4K
QCG
321
Quadrant Capital Group
Ohio
$4K
FGAM
322
Financial Gravity Asset Management
Texas
$4K +$5.3K +156 New
TSW
323
Thompson Siegel & Walmsley
Virginia
$3K -$6.79K -200 -71%
GAM
324
Gemmer Asset Management
California
$3K
RBC
325
Roble Belko & Company
Pennsylvania
$3K