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Federated Hermes
FHI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$14.5K – – –
HI
327
Harbour Investments
Wisconsin
$13.4K – – –
CFO
328
CVA Family Office
Colorado
$12.8K +$1.07K +19 +9%
C
329
Covestor
United Kingdom
$12K +$1.07K +19 +10%
CT
330
Clearstead Trust
Maine
$11.5K – – –
PAP
331
Persistent Asset Partners
Hong Kong
$10.9K +$11.1K +197 New
GFA
332
Godfrey Financial Associates
New York
$8.56K – – –
PTC
333
Private Trust Company
Ohio
$8.01K – – –
HFM
334
Harvest Fund Management
China
$8K – – –
HCM
335
Hollencrest Capital Management
California
$7.73K – – –
MHR
336
Matthew Hamilton Rosenberg
$7.68K – – –
PWA
337
Physician Wealth Advisors
Utah
$6.96K -$2.43K -43 -25%
PNC
338
Point Nemo Capital
Texas
$6.79K +$6.95K +123 New
SS
339
SBI Securities
Japan
$6.29K – – –
PWMG
340
Private Wealth Management Group
New Jersey
$6.13K – – –
IA
341
IFP Advisors
Florida
$6.02K -$1.41K -25 -19%
SIC
342
SJS Investment Consulting
Ohio
$5.8K +$4.86K +86 +453%
JWA
343
JFS Wealth Advisors
Pennsylvania
$5.74K – – –
DWM
344
Dogwood Wealth Management
Kansas
$5.69K -$1.13K -20 -16%
CAM
345
Costello Asset Management
Pennsylvania
$5.52K – – –
VCM
346
Versant Capital Management
Arizona
$5.41K – – –
FFO
347
Fortitude Family Office
Arizona
$4.8K +$113 +2 +2%
APFP
348
Action Point Financial Planning
Michigan
$4.75K +$4.97K +88 New
CA
349
Continuum Advisory
Idaho
$4.58K +$4.69K +83 New
EP
350
Essential Partners
California
$4.47K – – –
12 13
14
15 16