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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
601
Root Financial Partners
California
$130K +$80.1K +858 +136%
UB
602
UMB Bank
Missouri
$129K -$1.59K -17 -1%
LFG
603
Larson Financial Group
Missouri
$116K +$52K +557 +72%
PAI
604
Pittenger & Anderson Inc
Nebraska
$116K – – –
FHC
605
First Horizon Corporation
Tennessee
$116K +$840 +9 +0.7%
IAS
606
IMA Advisory Services
Colorado
$114K – – –
SAM
607
Smartleaf Asset Management
Massachusetts
$111K -$280 -3 -0.2%
MNA
608
Manning & Napier Advisors
New York
$110K +$4.39K +47 +4%
HI
609
Harbour Investments
Wisconsin
$109K +$19.6K +210 +20%
BAM
610
Byrne Asset Management
New Jersey
$108K -$31.2K -334 -21%
PWMG
611
Prestige Wealth Management Group
New Jersey
$108K – – –
TFIPS
612
Towarzystwo Funduszy Inwestycyjnych PZU SA
$108K -$30.8K -330 -21%
Fidelity International
613
Fidelity International
Bermuda
$104K +$111K +1,193 New
NL
614
NKCFO LLC
Illinois
$100K +$107K +1,145 New
MWA
615
Medallion Wealth Advisors
Connecticut
$88K – – –
HCM
616
Hollencrest Capital Management
California
$87.6K – – –
TWD
617
True Wealth Design
Ohio
$80.5K +$9.24K +99 +12%
BC
618
Bayforest Capital
United Kingdom
$75.7K -$165K -1,767 -67%
DJSG
619
D.J. St. Germain
Massachusetts
$74.4K – – –
GSWM
620
Golden State Wealth Management
California
$72K – – –
SA
621
SRH Advisors
Kansas
$72K – – –
IAIM
622
International Assets Investment Management
Florida
$70.6K +$4.69M +50,242 New
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$68.6K -$7.1K -76 -9%
DMBA
624
Deseret Mutual Benefit Administrators
Utah
$68.1K +$36.1K +387 +99%
Federated Hermes
625
Federated Hermes
Pennsylvania
$67.5K -$2.24K -24 -3%