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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
201
Nicholas Hoffman & Company
Georgia
$696K -$788 -10 -0.1%
KWM
202
Kaydan Wealth Management
Michigan
$692K
X
203
Xponance
Pennsylvania
$690K -$56.1K -712 -8%
Federated Hermes
204
Federated Hermes
Pennsylvania
$688K -$436K -5,539 -41%
AWM
205
AE Wealth Management
Kansas
$679K +$618K +7,840 New
TC
206
Telemus Capital
Michigan
$674K -$27.6K -350 -4%
PTC
207
Petrus Trust Company
Texas
$663K +$52.9K +671 +10%
NEWAS
208
N.E.W. Advisory Services
Wisconsin
$660K +$1.65K +21 +0.3%
LSA
209
Leonteq Securities AG
Switzerland
$656K -$27K -343 -4%
PAMS
210
Pictet Asset Management (Switzerland)
Switzerland
$647K -$54K -686 -8%
TC
211
TownSquare Capital
Utah
$644K +$172K +2,186 +42%
SAM
212
Shell Asset Management
Netherlands
$642K -$3.39K -43 -0.6%
VI
213
Versor Investments
New York
$640K +$582K +7,394 New
BCI
214
Brinker Capital Investments
Pennsylvania
$639K -$9.21K -117 -2%
OPS
215
Orion Portfolio Solutions
Nebraska
$639K -$9.21K -117 -2%
US Bancorp
216
US Bancorp
Minnesota
$606K -$12.2K -155 -2%
FFBTD
217
First Financial Bank - Trust Division
Ohio
$583K -$315 -4 -0.1%
HVIA
218
Hudson Valley Investment Advisors
New York
$575K -$76.4K -970 -13%
BC
219
Bridgefront Capital
Texas
$574K +$522K +6,630 New
SWA
220
SOA Wealth Advisors
New York
$560K -$1.97K -25 -0.4%
SAM
221
Steinberg Asset Management
New York
$556K +$506K +6,420 New
M1FG
222
Mach-1 Financial Group
Arkansas
$554K +$504K +6,400 New
ACM
223
Aquatic Capital Management
Illinois
$546K -$386K -4,900 -44%
DBRC
224
D.B. Root & Company
Pennsylvania
$524K +$79 +1 +0%
I
225
InceptionR
California
$523K +$476K +6,040 New