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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
576
Hartford Financial Management
Connecticut
$150K
PCM
577
Penserra Capital Management
California
$148K -$399K -7,650 -72%
GWM
578
Geneos Wealth Management
Colorado
$139K +$5.48K +105 +4%
NB
579
Nicolet Bankshares
Wisconsin
$138K -$131K -2,511 -48%
VNA
580
Valley National Advisers
Pennsylvania
$138K
PFSC
581
Peoples Financial Services Corp
Pennsylvania
$135K
IBOK
582
Independence Bank of Kentucky
Kentucky
$134K +$20.6K +395 +18%
1IA
583
1834 Investment Advisors
Wisconsin
$131K
WT
584
Whittier Trust
California
$130K +$13.6K +260 +11%
APA
585
American Portfolios Advisors
New York
$129K -$33.5K -642 -20%
ONST
586
Old North State Trust
North Carolina
$125K
CLOS
587
Compagnie Lombard Odier SCmA
Switzerland
$121K
WG
588
Welch Group
Alabama
$120K +$7.83K +150 +7%
RFA
589
Reilly Financial Advisors
California
$119K +$79.3K +1,519 +185%
BAM
590
Belpointe Asset Management
Nevada
$111K -$5.64K -108 -5%
HWA
591
Heritage Wealth Advisors
Virginia
$108K
RP
592
Rowlandmiller & Partners
Georgia
$105K
NFG
593
Next Financial Group
Texas
$103K +$4.39K +84 +4%
ATC
594
Adirondack Trust Company
New York
$102K -$4.44K -85 -4%
TWA
595
TCI Wealth Advisors
Arizona
$102K
AssetMark Inc
596
AssetMark Inc
California
$102K +$22.7K +435 +28%
GI
597
Gradient Investments
Minnesota
$91K +$2.87K +55 +3%
PO
598
Private Ocean
California
$87K +$2.51K +48 +3%
Rockefeller Capital Management
599
Rockefeller Capital Management
New York
$85K +$5.79K +111 +7%
BSPF
600
British Steel Pension Fund
United Kingdom
$84K -$60.8K -1,164 -41%