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Name Holding Trade Value Shares
Change
Change in
Stake
WT
626
Whittier Trust
California
$214K
BAM
627
Belpointe Asset Management
Nevada
$214K +$38.9K +855 +25%
KA
628
Kovack Advisors
Florida
$214K +$192K +4,233 New
VVP
629
Venture Visionary Partners
Ohio
$214K +$193K +4,241 New
Cerity Partners
630
Cerity Partners
New York
$212K -$102K -2,253 -35%
RWA
631
Ropes Wealth Advisors
Massachusetts
$212K
THWM
632
Taylor Hoffman Wealth Management
Virginia
$209K +$187K +4,122 New
MGAM
633
McGowan Group Asset Management
Texas
$208K +$186K +4,101 New
QCG
634
Quadrant Capital Group
Ohio
$206K +$69.8K +1,536 +61%
MC
635
Mathes Company
New York
$205K +$184K +4,050 New
CT
636
Chicago Trust
Illinois
$203K +$182K +4,000 New
TNB
637
TCF National Bank
South Dakota
$203K +$182K +4,000 New
WT
638
Washington Trust
Rhode Island
$202K -$3.77K -83 -2%
CA
639
Clearstead Advisors
Ohio
$200K
LWP
640
Lumature Wealth Partners
Georgia
$196K +$176K +3,870 New
KLWA
641
Kelly Lawrence W & Associates
California
$195K
TH
642
TCTC Holdings
Texas
$195K
MHR
643
Matthew Hamilton Rosenberg
$189K +$182 +4 +0.1%
HI
644
Harbour Investments
Wisconsin
$183K +$164K +3,602 New
FCM
645
Firestone Capital Management
Florida
$179K +$1.32K +29 +0.8%
PFGIA
646
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$81.1K +1,785 +113%
EP
647
Eudaimonia Partners
Tennessee
$170K +$44.7K +984 +42%
Bessemer Group
648
Bessemer Group
New Jersey
$163K +$23.7K +522 +19%
Federated Hermes
649
Federated Hermes
Pennsylvania
$162K -$46.2K -1,017 -24%
Rockefeller Capital Management
650
Rockefeller Capital Management
New York
$162K -$18.3K -402 -11%