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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
526
Westwood Holdings Group
Texas
$345K -$36.7K -546 -8%
FLI
527
Family Legacy Inc
South Carolina
$345K -$15.7K -234 -4%
MAM
528
Mystic Asset Management
Rhode Island
$345K -$2.02K -30 -0.5%
PWMAG
529
Pinnacle Wealth Management Advisory Group
New Jersey
$343K +$407K +6,056 New
VT
530
Volterra Technologies
New York
$338K -$499K -7,437 -55%
ACM
531
Aspen Capital Management
Idaho
$338K
Federated Hermes
532
Federated Hermes
Pennsylvania
$338K -$171M -2,552,698 -100%
AF
533
Allworth Financial
California
$337K +$21.8K +325 +6%
AG
534
AlTi Global
New York
$333K -$30K -447 -7%
CI
535
Cigna Investments
Connecticut
$332K
WWC
536
Waypoint Wealth Counsel
Georgia
$332K -$172K -2,555 -30%
HAG
537
HighPoint Advisor Group
Illinois
$325K -$768K -11,431 -67%
GS
538
GTS Securities
Florida
$321K +$381K +5,669 New
PPW
539
Parcion Private Wealth
Washington
$319K -$329K -4,904 -46%
MGP
540
Metis Global Partners
California
$319K -$21K -312 -5%
FRA
541
Frank Rimerman Advisors
California
$316K +$187K +2,790 +100%
NCNMGF
542
Nano-Cap New Millennium Growth Fund
New York
$311K +$369K +5,500 New
ACA
543
Atlas Capital Advisors
Wyoming
$306K +$364K +5,418 New
PL
544
Perpetual Ltd
Australia
$302K -$1.32M -19,611 -79%
GPWM
545
Grant Private Wealth Management
California
$301K -$33.6K -500 -9%
EP
546
Essential Partners
California
$301K -$2.18M -32,451 -86%
ACM
547
Ashford Capital Management
Delaware
$295K
AWA
548
Aaron Wealth Advisors
Illinois
$291K +$153K +2,285 +80%
FMI
549
Frec Markets Inc
California
$288K +$342K +5,098 New
CBA
550
Coastal Bridge Advisors
Connecticut
$288K -$126K -1,869 -27%