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Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
751
Empower Advisory Group
Colorado
$203K +$213K +1,439 New
GL
752
Graypoint LLC
New York
$203K -$6.36K -43 -3%
SMA
753
Sage Mountain Advisors
Georgia
$202K -$296 -2 -0.1%
FRA
754
Front Row Advisors
California
$200K -$888 -6 -0.4%
NDSI
755
Newman Dignan & Sheerar Inc
Rhode Island
$198K – – –
IFP Advisors
756
IFP Advisors
Florida
$196K +$6.51K +44 +3%
Federated Hermes
757
Federated Hermes
Pennsylvania
$185K +$18.6K +126 +11%
EverSource Wealth Advisors
758
EverSource Wealth Advisors
Alabama
$181K +$49.9K +337 +36%
AWM
759
AllSquare Wealth Management
New York
$180K +$12.3K +83 +7%
WF
760
Wayfinding Financial
Washington
$176K -$31.5K -213 -15%
NECFA
761
New England Capital Financial Advisors
Connecticut
$175K – – –
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K +$9.92K +67 +6%
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$163K +$19.7K +133 +13%
Citadel Advisors
764
Citadel Advisors
Florida
$160K -$45.3M -306,088 -100%
PTC
765
Private Trust Company
Ohio
$160K -$2.66K -18 -2%
New York State Common Retirement Fund
766
New York State Common Retirement Fund
New York
$159K – – –
Blue Trust Inc
767
Blue Trust Inc
Georgia
$154K +$3.55K +24 +2%
FMB
768
Field & Main Bank
Kentucky
$153K +$14.8K +100 +10%
SS
769
Sunbelt Securities
Texas
$152K – – –
DJSG
770
D.J. St. Germain
Massachusetts
$149K +$49.1K +332 +46%
CT
771
Colonial Trust
South Carolina
$146K +$1.18K +8 +0.8%
VCM
772
Versant Capital Management
Arizona
$144K +$120K +808 +381%
SSB
773
Sandy Spring Bank
Maryland
$142K – – –
RF
774
Rossby Financial
Florida
$136K +$140K +943 New
CH
775
Cromwell Holdings
Wyoming
$133K -$4.59K -31 -3%