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Matsons

Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Allworth Financial
California
$27.7K -$1.28K -7 -5%
FHC
352
First Horizon Corporation
Tennessee
$27.7K – – –
VCM
353
Versant Capital Management
Arizona
$25.8K – – –
BFS
354
Bare Financial Services
Pennsylvania
$23.5K +$8.75K +48 +65%
W
355
WealthCollab
Washington
$22.5K – – –
ST
356
Smithfield Trust
Pennsylvania
$22K – – –
TC
357
Tacita Capital
Ontario, Canada
$21.7K – – –
WA
358
WPG Advisers
Maryland
$21.3K +$12.9K +71 +178%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$20.8K – – –
VWA
360
Valued Wealth Advisors
Utah
$20.6K +$19.5K +107 New
SNBOSCI
361
Security National Bank of Sioux City Iowa
Iowa
$19.2K +$18.2K +100 New
MA
362
MCF Advisors
Kentucky
$18.6K – – –
CA
363
Clearstead Advisors
Ohio
$17.7K +$5.29K +29 +46%
CFO
364
CVA Family Office
Colorado
$16K +$4.56K +25 +43%
LI
365
LRI Investments
Florida
$15.4K +$1.46K +8 +11%
ACM
366
Accent Capital Management
Ohio
$14K +$2.92K +16 +28%
BBHC
367
Brown Brothers Harriman & Co
New York
$13.8K – – –
KFAS
368
Keating Financial Advisory Services
Kansas
$12.9K +$182 +1 +2%
Barrow, Hanley, Mewhinney & Strauss
369
Barrow, Hanley, Mewhinney & Strauss
Texas
$12.7K +$12K +66 New
JWA
370
JFS Wealth Advisors
Pennsylvania
$11.3K +$1.28K +7 +13%
PK
371
Pflug Koory
Nebraska
$9.61K – – –
TFA
372
Transamerica Financial Advisors
Florida
$9.52K – – –
SIS
373
Strategic Investment Solutions
Illinois
$8.94K – – –
FFO
374
Fortitude Family Office
Arizona
$7.88K +$364 +2 +5%
SC
375
Solstein Capital
California
$7.5K – – –