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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
876
Quantitative Investment Management
Virginia
$271K +$272K +2,925 New
IF
877
Intrua Financial
Texas
$271K -$351K -3,770 -56%
AWM
878
Aviso Wealth Management
Washington
$270K
SVWAG
879
Sound View Wealth Advisors Group
Georgia
$270K
WTA
880
Washington Trust Advisors
Massachusetts
$270K +$103K +1,110 +61%
PSP
881
Pacific Sage Partners
Washington
$270K
OAM
882
Ostrum Asset Management
France
$269K
AL
883
Aspiriant LLC
California
$269K -$227K -2,444 -46%
SO
884
Sierra Ocean
California
$267K +$465 +5 +0.2%
MPWT
885
MassMutual Private Wealth & Trust
Connecticut
$267K +$14.7K +158 +6%
JDLA
886
J. Derek Lewis & Associates
California
$266K +$8.84K +95 +3%
HCM
887
Howland Capital Management
Massachusetts
$266K +$372 +4 +0.1%
TWP
888
Triad Wealth Partners
Kansas
$265K +$29.7K +319 +12%
BP
889
Ballentine Partners
Massachusetts
$265K +$1.67K +18 +0.6%
EFM
890
E Fund Management
China
$263K +$47K +505 +22%
BAG
891
Bridgewealth Advisory Group
California
$262K +$1.4K +15 +0.5%
CT
892
Colonial Trust
South Carolina
$262K
SQA
893
Simon Quick Advisors
New Jersey
$261K -$69.1K -743 -21%
GCM
894
Gallacher Capital Management
Colorado
$260K
NSAM
895
North Star Asset Management
Wisconsin
$258K +$279 +3 +0.1%
AEPWM
896
Atlantic Edge Private Wealth Management
Florida
$258K
IBOK
897
Independence Bank of Kentucky
Kentucky
$257K -$9.3K -100 -3%
BFS
898
BridgePort Financial Solutions
Iowa
$257K +$372 +4 +0.1%
WA
899
WealthTrust Axiom
Pennsylvania
$256K -$744 -8 -0.3%
Federated Hermes
900
Federated Hermes
Pennsylvania
$253K +$115K +1,241 +83%