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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$11K
AFG
352
Albion Financial Group
Utah
$10.9K
FHA
353
First Horizon Advisors
Tennessee
$10.9K +$2.84K +66 +36%
Federated Hermes
354
Federated Hermes
Pennsylvania
$10.7K +$602 +14 +6%
HI
355
Harbour Investments
Wisconsin
$10.6K
PCWA
356
Pacific Capital Wealth Advisors
California
$8.48K +$8.39K +195 New
CPBTD
357
Central Pacific Bank - Trust Division
Hawaii
$8.4K
WB
358
Webster Bank
Connecticut
$8.4K
VWA
359
Valued Wealth Advisors
Utah
$8.22K
Macquarie Group
360
Macquarie Group
Australia
$8K +$129 +3 +2%
SSB
361
Sandy Spring Bank
Maryland
$7.83K +$7.75K +180 New
TFA
362
Transamerica Financial Advisors
Florida
$7K
HWA
363
HHM Wealth Advisors
Tennessee
$6.87K -$25.5K -593 -79%
PTC
364
Private Trust Company
Ohio
$6.87K +$6.8K +158 New
CFO
365
CVA Family Office
Colorado
$6.7K +$2.15K +50 +48%
BWP
366
Baldwin Wealth Partners
Massachusetts
$6.53K
DSC
367
Duncker Streett & Co
Missouri
$6.44K
BIA
368
Bell Investment Advisors
California
$6.31K +$1.64K +38 +36%
PP
369
PrairieView Partners
Minnesota
$6K
FCG
370
Financial Connections Group
California
$6K +$6.15K +143 New
HWP
371
Highline Wealth Partners
California
$5.7K +$5.64K +131 New
VWM
372
Venturi Wealth Management
Texas
$4.96K +$4.91K +114 New
JWM
373
Janiczek Wealth Management
Colorado
$4.87K
CPG
374
Cornerstone Planning Group
New Jersey
$4.85K +$1.85K +43 +56%
WTC
375
WhitTier Trust Company
Nevada
$4.79K