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Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
SVB Wealth
Massachusetts
$213K -$5.19K -19 -2%
GM
727
GeoWealth Management
Illinois
$212K +$21.9K +80 +11%
CFG
728
Cooper Financial Group
California
$210K +$210K +767 New
EWA
729
EverSource Wealth Advisors
Alabama
$208K +$2.73K +10 +1%
JSW
730
Journey Strategic Wealth
New Jersey
$206K +$206K +754 New
RIG
731
RiverFront Investment Group
Virginia
$206K +$205K +752 New
PP
732
PDS Planning
Ohio
$205K +$205K +750 New
SCM
733
Stevens Capital Management
Pennsylvania
$205K +$204K +748 New
TFS
734
Thoroughbred Financial Services
Tennessee
$205K +$205K +752 New
AAS
735
Annex Advisory Services
Wisconsin
$204K +$204K +746 New
P
736
Pitcairn
Pennsylvania
$204K -$41.5K -152 -17%
CA
737
Clearstead Advisors
Ohio
$203K +$26.2K +96 +15%
RAM
738
Ramirez Asset Management
New York
$202K +$202K +738 New
BBHC
739
Brown Brothers Harriman & Co
New York
$200K +$71.8K +263 +56%
NAAA
740
New Age Alpha Advisors
New York
$194K
MG
741
Mather Group
Illinois
$193K +$193K +705 New
CM
742
Capula Management
Cayman Islands
$174K +$173K +635 New
Federated Hermes
743
Federated Hermes
Pennsylvania
$171K -$3.28K -12 -2%
LSA
744
Leonteq Securities AG
Switzerland
$169K +$65K +238 +63%
BDL
745
Banque de Luxembourg
Luxembourg
$164K -$250K -917 -60%
HBW
746
Hazlett, Burt & Watson
West Virginia
$148K
CFB
747
Cullen/Frost Bankers
Texas
$147K -$10.1K -37 -6%
HFM
748
Harvest Fund Management
China
$147K
CPBTD
749
Central Pacific Bank - Trust Division
Hawaii
$145K -$9.56K -35 -6%
MCM
750
Manchester Capital Management
Vermont
$143K -$3.28K -12 -2%