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Federated Hermes
FHI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
326
Richardson Financial Services
Massachusetts
$18.4K +$1.81K +32 +11%
DB
327
Danske Bank
Denmark
$16.6K – – –
PWPS
328
Pinnacle Wealth Planning Services
Ohio
$14.5K – – –
HI
329
Harbour Investments
Wisconsin
$13.4K – – –
CFO
330
CVA Family Office
Colorado
$12.8K +$1.07K +19 +9%
C
331
Covestor
United Kingdom
$12K +$1.07K +19 +10%
CT
332
Clearstead Trust
Maine
$11.5K – – –
PAP
333
Persistent Asset Partners
Hong Kong
$10.9K +$11.1K +197 New
GFA
334
Godfrey Financial Associates
New York
$8.56K – – –
PTC
335
Private Trust Company
Ohio
$8.01K – – –
HFM
336
Harvest Fund Management
China
$8K – – –
HCM
337
Hollencrest Capital Management
California
$7.73K – – –
MHR
338
Matthew Hamilton Rosenberg
$7.68K – – –
PWA
339
Physician Wealth Advisors
Utah
$6.96K -$2.43K -43 -25%
PNC
340
Point Nemo Capital
Texas
$6.79K +$6.95K +123 New
SS
341
SBI Securities
Japan
$6.29K – – –
PWMG
342
Private Wealth Management Group
New Jersey
$6.13K – – –
IA
343
IFP Advisors
Florida
$6.02K -$1.41K -25 -19%
SIC
344
SJS Investment Consulting
Ohio
$5.8K +$4.86K +86 +453%
JWA
345
JFS Wealth Advisors
Pennsylvania
$5.74K – – –
DWM
346
Dogwood Wealth Management
Kansas
$5.69K -$1.13K -20 -16%
CAM
347
Costello Asset Management
Pennsylvania
$5.52K – – –
VCM
348
Versant Capital Management
Arizona
$5.41K – – –
FFO
349
Fortitude Family Office
Arizona
$4.8K +$113 +2 +2%
APFP
350
Action Point Financial Planning
Michigan
$4.75K +$4.97K +88 New
12 13
14
15 16