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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
276
Federated Hermes
Pennsylvania
$80.2K -$87K -2,012 -55%
PAP
277
Persistent Asset Partners
Hong Kong
$66.2K +$58.9K +1,362 New
PWA
278
Provenance Wealth Advisors
Florida
$65.1K
C
279
Covestor
United Kingdom
$62K +$18.3K +423 +50%
SPIA
280
Steward Partners Investment Advisory
New York
$61.8K -$26.2K -605 -32%
SCM
281
Sterling Capital Management
North Carolina
$57.8K +$30.9K +714 +151%
QL
282
Quarry LP
New York
$55.5K +$44.5K +1,029 +927%
UB
283
UMB Bank
Missouri
$54.5K -$20.1K -464 -29%
Asset Management One
284
Asset Management One
Japan
$53.8K -$1.34K -31 -3%
SC
285
Sculptor Capital
New York
$48.6K +$43.2K +1,000 New
PWPS
286
Pinnacle Wealth Planning Services
Ohio
$45K -$15K -347 -27%
PA
287
Parallel Advisors
California
$44.8K +$6.14K +142 +18%
CIS
288
Custom Index Systems
New York
$38.6K +$34.3K +793 New
CA
289
Crewe Advisors
Utah
$37.9K
GI
290
GAMMA Investing
California
$36.9K -$2.12K -49 -6%
VCM
291
Versant Capital Management
Arizona
$34.4K +$30.6K +707 New
BONH
292
Bank of New Hampshire
New Hampshire
$30K -$63.9K -1,478 -71%
Lazard Asset Management
293
Lazard Asset Management
New York
$29.1K +$10.9K +252 +73%
Bessemer Group
294
Bessemer Group
New Jersey
$29K +$8.56K +198 +50%
S
295
SignatureFD
Georgia
$28.6K +$10.2K +236 +67%
BTI
296
Blue Trust Inc
Georgia
$27.4K +$4.02K +93 +20%
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
$23.8K +$20.2K +467 +2,123%
IWC
298
Integrated Wealth Concepts
Massachusetts
$19.6K +$17.4K +402 New
APW
299
Allied Private Wealth
Florida
$19.1K +$17.3K +400 New
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$18.5K +$14.7K +341 +874%