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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
651
Institute for Wealth Management
Colorado
$203K +$199K +2,780 New
FSA
652
Franklin Street Advisors
North Carolina
$202K +$198K +2,763 New
FNBOSM
653
First National Bank of South Miami
Florida
$201K -$286 -4 -0.1%
DZ Bank
654
DZ Bank
Germany
$198K +$194K +2,706 New
Federated Hermes
655
Federated Hermes
Pennsylvania
$188K -$7.59K -106 -4%
VCM
656
Vigilant Capital Management
Maine
$187K – – –
Capstone Investment Advisors
657
Capstone Investment Advisors
New York
$183K +$179K +2,502 New
PCM
658
Penserra Capital Management
California
$182K +$72 +1 +0%
T
659
TOBAM
France
$172K +$168K +2,352 New
WEG
660
World Equity Group
Illinois
$160K +$1.28M +17,870 New
FFA
661
Farther Finance Advisors
California
$159K +$6.01K +84 +4%
EWM
662
Endurance Wealth Management
Rhode Island
$155K – – –
MA
663
MCF Advisors
Kentucky
$153K +$3.72K +52 +3%
GWSG
664
GPS Wealth Strategies Group
Colorado
$141K +$138K +1,926 New
BAM
665
Belpointe Asset Management
Nevada
$136K +$39.9K +558 +43%
FHA
666
First Horizon Advisors
Tennessee
$136K -$17K -238 -11%
AG
667
AIA Group
Hong Kong
$133K +$1.86K +26 +1%
PO
668
Private Ocean
California
$128K – – –
WIM
669
WealthPlan Investment Management
Nebraska
$126K +$124K +1,728 New
CTC
670
Central Trust Company
Missouri
$125K +$39.5K +552 +48%
GFL
671
Granite FO LLC
New Hampshire
$123K +$118K +1,650 New
MCM
672
Manchester Capital Management
Vermont
$123K -$72 -1 -0.1%
SAM
673
Sandbar Asset Management
United Kingdom
$120K +$118K +1,646 New
HFM
674
Hartford Financial Management
Connecticut
$117K -$930 -13 -0.8%
AA
675
Alta Advisers
United Kingdom
$110K -$35.8K -500 -33%