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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
551
ABN AMRO Investment Solutions
$189K +$168K +10,866 New
KCIC
552
Kuhn & Co Investment Counsel
Illinois
$186K -$77.5K -5,000 -32%
GM
553
GeoWealth Management
Illinois
$186K +$165K +10,664 New
Federated Hermes
554
Federated Hermes
Pennsylvania
$186K +$165K +10,660 New
KWA
555
Kingswood Wealth Advisors
California
$186K -$84.4K -5,442 -34%
BPC
556
Bryce Point Capital
New York
$185K +$165K +10,637 New
QIM
557
Quantitative Investment Management
Virginia
$185K -$207K -13,350 -56%
CA
558
Commerzbank Aktiengesellschaft
Germany
$184K
CA
559
Calton & Associates
Florida
$183K +$163K +10,520 New
HTC
560
Haverford Trust Company
Pennsylvania
$183K
FTWA
561
Fifth Third Wealth Advisors
Ohio
$182K +$6.14K +396 +4%
PEA
562
Park Edge Advisors
Ohio
$181K
PS
563
Principal Securities
Iowa
$181K -$156K -10,082 -49%
HNB
564
Hilltop National Bank
Wyoming
$181K +$161K +10,369 New
SWM
565
Silverlake Wealth Management
Vermont
$181K +$1.57K +101 +1%
GWMR
566
GC Wealth Management RIA
Massachusetts
$180K +$160K +10,350 New
FFP
567
FourThought Financial Partners
Florida
$180K
APP
568
Avantax Planning Partners
Iowa
$180K -$3.13K -202 -2%
QCM
569
QRG Capital Management
Illinois
$179K -$5.91K -381 -4%
ECM
570
Evergreen Capital Management
Washington
$179K -$59.8K -3,857 -27%
KWMG
571
King Wealth Management Group
Florida
$179K +$248 +16 +0.2%
CC
572
Courier Capital
New York
$177K +$388 +25 +0.2%
EH
573
Equitable Holdings
New York
$176K -$8.17K -527 -5%
ONB
574
Old National Bancorp
Indiana
$176K -$88.2K -5,686 -36%
RW
575
REDW Wealth
New Mexico
$175K +$155K +10,025 New