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Federated Hermes
FHI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
351
Harvest Fund Management
China
$8K – – –
HCM
352
Hollencrest Capital Management
California
$7.94K – – –
MHR
353
Matthew Hamilton Rosenberg
$7.88K – – –
IA
354
IFP Advisors
Florida
$7.6K – – –
DWM
355
Dogwood Wealth Management
Kansas
$6.97K +$3.29K +60 +95%
SS
356
SBI Securities
Japan
$6.46K +$1.21K +22 +24%
PWMG
357
Private Wealth Management Group
New Jersey
$6.29K – – –
JWA
358
JFS Wealth Advisors
Pennsylvania
$5.9K +$329 +6 +6%
CAM
359
Costello Asset Management
Pennsylvania
$5.67K – – –
VCM
360
Versant Capital Management
Arizona
$5.56K – – –
BIA
361
Bell Investment Advisors
California
$5.28K – – –
FFO
362
Fortitude Family Office
Arizona
$4.82K +$2.9K +53 +166%
EP
363
Essential Partners
California
$4.59K – – –
RIL
364
Rothschild Investment LLC
Illinois
$4.31K +$1.09K +20 +36%
OA
365
Operose Advisors
Wisconsin
$3.8K +$3.67K +67 New
SWM
366
SHP Wealth Management
Massachusetts
$3.8K -$329 -6 -8%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$3.52K – – –
TPWA
368
Twin Peaks Wealth Advisors
California
$3.01K +$2.9K +53 New
WSFG
369
Wall Street Financial Group
Illinois
$3.01K +$2.9K +53 New
NWM
370
Navigoe Wealth Management
California
$3K – – –
EWP
371
Elevation Wealth Partners
California
$2.95K +$2.85K +52 New
BWA
372
Basecamp Wealth Advisors
Washington
$2.89K -$3.83K -70 -58%
HNB
373
Hilltop National Bank
Wyoming
$2.84K – – –
NWM
374
Nova Wealth Management
Florida
$2.84K +$2.74K +50 New
KFAS
375
Keating Financial Advisory Services
Kansas
$2.72K -$10.3K -189 -80%
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