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Name Holding Trade Value Shares
Change
Change in
Stake
NW
501
NewEdge Wealth
Pennsylvania
$294K -$11.6K -150 -4%
WF
502
Welch & Forbes
Massachusetts
$292K
VFA
503
Valeo Financial Advisors
Indiana
$291K +$771 +10 +0.3%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$290K +$10.5K +136 +4%
PA
505
Profund Advisors
Maryland
$290K -$22K -286 -7%
ST
506
Spinnaker Trust
Maine
$286K -$10.8K -140 -4%
SPC
507
Sigma Planning Corp
Michigan
$286K -$60.4K -784 -18%
EWA
508
EP Wealth Advisors
California
$285K -$37.3K -484 -12%
JF
509
Jump Financial
Illinois
$285K -$1.43M -18,525 -84%
GWM
510
Geneos Wealth Management
Colorado
$285K +$36.8K +477 +16%
DO
511
denkapparat Operations
Germany
$284K +$269K +3,490 New
FFA
512
Farther Finance Advisors
California
$283K +$66.1K +858 +33%
HDIM
513
Hanson & Doremus Investment Management
Vermont
$283K
SRC
514
Sage Rhino Capital
California
$283K -$4.78K -62 -2%
CWM
515
Challenger Wealth Management
California
$283K -$4.32K -56 -2%
MA
516
Montag & Associates
Georgia
$278K
BTI
517
Blue Trust Inc
Georgia
$275K -$18.3K -237 -7%
CS
518
Capital Square
Tennessee
$271K +$77 +1 +0%
KAS
519
KPP Advisory Services
Kentucky
$270K -$3.85K -50 -1%
EW
520
Elyxium Wealth
California
$269K +$255K +3,305 New
BJL
521
Brighton Jones LLC
Washington
$268K -$7.63K -99 -3%
Wellington Management Group
522
Wellington Management Group
Massachusetts
$267K
NPA
523
Nichols & Pratt Advisers
Massachusetts
$266K
GCP
524
GSA Capital Partners
United Kingdom
$266K +$252K +3,268 New
JCM
525
Jacobi Capital Management
Pennsylvania
$266K