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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Mission Wealth Management
California
$172K +$228 +17 +0.1%
Federated Hermes
427
Federated Hermes
Pennsylvania
$171K +$52.5K +3,917 +50%
PWPS
428
Pinnacle Wealth Planning Services
Ohio
$169K -$5.49K -410 -3%
FMWA
429
Forvis Mazars Wealth Advisors
Missouri
$169K -$40K -2,986 -21%
CC
430
Cypress Capital
Tennessee
$167K -$2.05K -153 -1%
APG
431
Abacus Planning Group
South Carolina
$167K
WG
432
Welch Group
Alabama
$163K
CA
433
Claro Advisors
Massachusetts
$160K -$1.78K -133 -1%
SFI
434
Siemens Fonds Invest
Germany
$160K +$10.5K +780 +8%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$160K +$24.6K +1,835 +20%
A
436
AlphaQuest
New York
$160K -$67.4K -5,028 -32%
KeyBank National Association
437
KeyBank National Association
Ohio
$159K -$1.74K -130 -1%
PFA
438
Pure Financial Advisors
California
$159K -$20.9K -1,563 -13%
VT
439
Vise Technologies
New York
$159K +$4.05K +302 +3%
WGC
440
Watts Gwilliam & Co
Arizona
$157K
IAS
441
Insigneo Advisory Services
Florida
$152K +$139K +10,363 New
HAG
442
HighPoint Advisor Group
Illinois
$152K +$138K +10,335 New
GRP
443
Global Retirement Partners
California
$151K -$5.23K -390 -4%
AWA
444
Arkadios Wealth Advisors
Georgia
$151K +$2.2K +164 +2%
BWM
445
BlackDiamond Wealth Management
New York
$150K -$871 -65 -0.6%
MCM
446
MAI Capital Management
Ohio
$149K -$3.78K -282 -3%
OC
447
Oarsman Capital
Wisconsin
$149K -$7.17K -535 -5%
AA
448
Aire Advisors
California
$149K
SG
449
Sharper & Granite
California
$147K
GI
450
GAMMA Investing
California
$139K -$8.54K -637 -6%