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Name Holding Trade Value Shares
Change
Change in
Stake
EW
251
Evoke Wealth
California
$8K
TJHA
252
Thomas J. Herzfeld Advisors
Florida
$8K +$2.4K +57 +47%
MHR
253
Matthew Hamilton Rosenberg
$8K +$7.42K +176 New
MAM
254
Meeder Asset Management
Ohio
$7K -$674 -16 -10%
FWM
255
Focused Wealth Management
New York
$7K
FRA
256
Front Row Advisors
California
$7K +$421 +10 +7%
LWCFA
257
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$1.18K +28 +26%
TCWM
259
Total Clarity Wealth Management
Illinois
$6K +$5.52K +131 New
Federated Hermes
260
Federated Hermes
Pennsylvania
$5K -$3.29K -78 -41%
GRP
261
Global Retirement Partners
California
$5K +$5.01K +119 New
BWM
262
BerganKDV Wealth Management
Minnesota
$5K +$5.18K +123 New
APC
263
Aspire Private Capital
North Carolina
$4K
EI
264
Ellevest Inc
New York
$4K
First Manhattan
265
First Manhattan
New York
$4K
KFI
266
Key Financial Inc
Pennsylvania
$4K
WBC
267
West Branch Capital
Massachusetts
$4K
AF
268
Advisornet Financial
Minnesota
$4K +$3.12K +74 +493%
LWP
269
Laurel Wealth Planning
Minnesota
$4K +$4.17K +99 New
BWM
270
Baystate Wealth Management
Massachusetts
$4K +$4.21K +100 New
SIS
271
Sound Income Strategies
Florida
$3K -$2.15K -51 -42%
GAM
272
Gemmer Asset Management
California
$3K
PB
273
Pinnacle Bancorp
Nebraska
$3K
WT
274
Whittier Trust
California
$3K
RWM
275
Raffa Wealth Management
District of Columbia
$2.09K