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Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
751
Jackson Hole Capital Partners
Oklahoma
$233K – – –
PFM
752
Patton Fund Management
Texas
$233K – – –
EI
753
Ellevest Inc
New York
$233K +$236K +873 New
FAOAI
754
Fund Advisors of America Inc
Florida
$231K -$74.2K -274 -24%
ST
755
Somerset Trust
Pennsylvania
$231K +$812 +3 +0.3%
WFA
756
Woodward Financial Advisors
North Carolina
$230K – – –
WFA
757
Wellspring Financial Advisors
Ohio
$230K +$234K +863 New
CYG
758
Clean Yield Group
Vermont
$229K – – –
SPWM
759
Smith Partners Wealth Management
North Carolina
$228K – – –
KCM
760
Kathmere Capital Management
Pennsylvania
$225K +$229K +844 New
CTC
761
Central Trust Company
Missouri
$224K – – –
LJHT
762
Laurie J. Hall Trustee
$224K – – –
WA
763
Wealth Alliance
New York
$223K +$5.14K +19 +2%
CIA
764
Capital Investment Advisors
Georgia
$221K +$5.96K +22 +3%
KWM
765
Kingsview Wealth Management
Oregon
$221K +$224K +829 New
KFC
766
Klingenstein Fields & Co
New York
$221K -$122K -450 -35%
JPWM
767
Jamison Private Wealth Management
Georgia
$220K – – –
SWM
768
Stockman Wealth Management
Montana
$220K – – –
ICP
769
Impact Capital Partners
Colorado
$220K +$6.5K +24 +3%
LPAM
770
Lodestar Private Asset Management
California
$220K – – –
AO
771
Advisor OS
Illinois
$217K +$220K +813 New
PF
772
Phoenix Financial
Israel
$216K +$220K +811 New
FHWM
773
Fox Hill Wealth Management
Massachusetts
$215K – – –
IP
774
Ignite Planners
California
$213K +$216K +799 New
Federated Hermes
775
Federated Hermes
Pennsylvania
$213K +$75.8K +280 +54%