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Matsons

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
351
Federated Hermes
Pennsylvania
$10K +$10.7K +78 New
LI
352
LRI Investments
Florida
$9.23K
RA
353
Rise Advisors
New York
$9.23K +$9.87K +72 New
CA
354
Clearstead Advisors
Ohio
$8.07K
BBHC
355
Brown Brothers Harriman & Co
New York
$7.56K
AFG
356
Albion Financial Group
Utah
$7.05K
VCM
357
Versant Capital Management
Arizona
$7.05K
HWM
358
Hemington Wealth Management
Virginia
$7K +$2.06K +15 +33%
HCP
359
Hexagon Capital Partners
Arkansas
$6.79K -$137 -1 -2%
LC
360
Lindbrook Capital
California
$6.79K +$3.56K +26 +96%
SIS
361
Strategic Investment Solutions
Illinois
$6.79K
PK
362
Pflug Koory
Nebraska
$6.41K
CA
363
Continuum Advisory
Idaho
$6.15K +$4.11K +30 +167%
JWA
364
JFS Wealth Advisors
Pennsylvania
$5.9K
LWMI
365
Legacy Wealth Management (Idaho)
Idaho
$5.77K
MFT
366
Moisand Fitzgerald Tamayo
Florida
$5.38K
WSFS
367
Wilmington Savings Fund Society
Delaware
$5K
HNW
368
High Note Wealth
Minnesota
$4.61K
HNB
369
Huntington National Bank
Ohio
$3.51K +$1.37K +10 +53%
S
370
Sachetta
Massachusetts
$3.46K
AF
371
Advisornet Financial
Minnesota
$3.2K +$3.43K +25 New
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$3.08K
W
373
WealthCollab
Washington
$2.44K
TWD
374
True Wealth Design
Ohio
$2.31K +$137 +1 +6%
NWM
375
Nova Wealth Management
Florida
$1.79K