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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Accel Wealth Management
Iowa
$172K +$151K +4,480 New
CM
602
Caption Management
Oklahoma
$172K +$151K +4,500 New
S
603
Seeyond
France
$168K -$807 -24 -0.5%
TCM
604
Tradewinds Capital Management
Washington
$166K +$1.55K +46 +1%
WT
605
Whittier Trust
California
$162K -$18.7K -555 -12%
Federated Hermes
606
Federated Hermes
Pennsylvania
$162K +$142K +4,209 New
WT
607
Washington Trust
Rhode Island
$157K +$2.79K +83 +2%
CCM
608
Copeland Capital Management
Pennsylvania
$153K -$4.3K -128 -3%
RWA
609
Ropes Wealth Advisors
Massachusetts
$153K +$202 +6 +0.2%
CA
610
Clearstead Advisors
Ohio
$151K
KLWA
611
Kelly Lawrence W & Associates
California
$147K
TH
612
TCTC Holdings
Texas
$147K
VCG
613
Vantage Consulting Group
Virginia
$146K +$128K +3,796 New
BWP
614
Baldwin Wealth Partners
Massachusetts
$143K -$401K -11,930 -76%
MHR
615
Matthew Hamilton Rosenberg
$143K +$106K +3,156 +549%
Rockefeller Capital Management
616
Rockefeller Capital Management
New York
$138K -$328K -9,745 -73%
FCM
617
Firestone Capital Management
Florida
$135K +$1.38K +41 +1%
BAM
618
Belpointe Asset Management
Nevada
$130K -$62.9K -1,871 -36%
SIC
619
Salem Investment Counselors
North Carolina
$130K -$3.29K -98 -3%
APA
620
American Portfolios Advisors
New York
$126K +$96K +2,855 +675%
PFBT
621
Parkside Financial Bank & Trust
Missouri
$119K -$104K -3,108 -50%
AIC
622
Archer Investment Corporation
Indiana
$115K -$164K -4,880 -62%
MGIM
623
M&G Investment Management
United Kingdom
$114K -$23.5M -700,353 -19%
Jones Financial Companies
624
Jones Financial Companies
Missouri
$113K +$99.1K +2,947 New
FTDI
625
First Trust Direct Indexing
Massachusetts
$112K +$98.3K +2,925 New