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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
326
Lenox Wealth Advisors
New York
$38K +$60.2K +990 New
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$45.1K +741 New
AAP
328
Arax Advisory Partners
Colorado
$36K +$913 +15 +2%
BCV
329
Banque Cantonale Vaudoise
Switzerland
$33K +$3.04K +50 +8%
Federated Hermes
330
Federated Hermes
Pennsylvania
$32K -$1.81M -29,729 -98%
SIC
331
Salem Investment Counselors
North Carolina
$32K +$35.6K +585 +1,330%
LC
332
Lindbrook Capital
California
$32K +$38.6K +635 New
GTAM
333
Global Trust Asset Management
Florida
$31K +$37.1K +610 New
FMP
334
Financial Management Professionals
Texas
$30K +$35.8K +588 +4,900%
GG
335
Gleason Group
Kentucky
$30K +$36.5K +600 New
LIM
336
Lagoda Investment Management
New York
$30K +$36.5K +600 New
HWMA
337
Heritage Wealth Management (Arizona)
Arizona
$30K +$36.8K +605 New
MCM
338
Manchester Capital Management
Vermont
$29K +$9.74K +160 +39%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$29K +$35.2K +578 New
AF
340
Advisornet Financial
Minnesota
$27K +$14.6K +240 +78%
BAM
341
Baldrige Asset Management
Pennsylvania
$26K
CFO
342
CVA Family Office
Colorado
$26K +$913 +15 +3%
CP
343
Castleview Partners
Texas
$25K +$30.4K +500 New
PCTC
344
Perkins Coie Trust Company
Washington
$25K +$30.4K +500 New
TH
345
TCTC Holdings
Texas
$25K +$30.4K +500 New
BCWM
346
Bartlett & Co Wealth Management
Ohio
$24.1K +$29.2K +480 New
M&T Bank
347
M&T Bank
New York
$24K -$6.69M -109,864 -100%
PWMG
348
Prestige Wealth Management Group
New Jersey
$24K +$304 +5 +1%
BC
349
Bartlett & Co
Ohio
$24K +$29.2K +480 New
JWA
350
JFS Wealth Advisors
Pennsylvania
$23K +$9.86K +162 +54%