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Hershey
HSY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
926
Dakota Wealth Management
Florida
$238K +$224K +1,102 New
DJSG
927
D.J. St. Germain
Massachusetts
$237K – – –
FBA
928
Front Barnett Associates
Illinois
$236K -$7.11K -35 -3%
VCAM
929
Van Cleef Asset Management
Ohio
$236K – – –
APP
930
Avantax Planning Partners
Iowa
$236K +$221K +1,088 New
WA
931
Wealth Alliance
New York
$235K +$221K +1,086 New
FWM
932
Frontier Wealth Management
Missouri
$234K -$101K -497 -32%
BWP
933
BSW Wealth Partners
Colorado
$233K +$218K +1,073 New
CG
934
Caprock Group
Idaho
$231K +$217K +1,067 New
TWC
935
TD Waterhouse Canada
Ontario, Canada
$230K -$55.9K -275 -23%
BCCM
936
Bridge Creek Capital Management
Massachusetts
$230K – – –
QCG
937
Quadrant Capital Group
Ohio
$230K +$22.3K +110 +12%
GLA
938
Good Life Advisors
Pennsylvania
$230K +$216K +1,063 New
YIA
939
YHB Investment Advisors
Connecticut
$227K – – –
RIM
940
Rockbridge Investment Management
New York
$226K +$96.5K +475 +85%
GIA
941
Gateway Investment Advisers
Ohio
$226K -$313K -1,540 -60%
APA
942
Astoria Portfolio Advisors
New York
$225K -$380K -1,873 -64%
PCIA
943
Prime Capital Investment Advisors
Kansas
$225K – – –
AWM
944
Altium Wealth Management
New York
$225K +$211K +1,040 New
WCFA
945
Walkner Condon Financial Advisors
Wisconsin
$223K +$209K +1,028 New
AWP
946
Accretive Wealth Partners
New Jersey
$223K +$209K +1,030 New
RCM
947
Radnor Capital Management
Pennsylvania
$222K -$10.2K -50 -5%
H6H
948
Hightower 6M Holding
Kansas
$221K +$207K +1,018 New
VWA
949
V Wealth Advisors
Kansas
$221K +$207K +1,019 New
SBH
950
Segall Bryant & Hamill
Illinois
$221K +$207K +1,020 New
36 37
38
39 40