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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
926
Financial Perspectives
Minnesota
$141K – – –
CA
927
Centerpoint Advisors
Massachusetts
$138K – – –
CA
928
CoreCap Advisors
Michigan
$137K -$6.06K -45 -4%
WPWM
929
Western Pacific Wealth Management
Illinois
$133K +$136K +1,010 New
QCG
930
Quadrant Capital Group
Ohio
$132K +$13.7K +102 +11%
PTC
931
Private Trust Company
Ohio
$129K -$18.9K -140 -12%
UB
932
UMB Bank
Missouri
$123K +$59.7K +443 +90%
TWD
933
True Wealth Design
Ohio
$122K +$45.9K +341 +58%
WWM
934
Wolff Wiese Magana
California
$121K -$20.7K -154 -14%
CFFP
935
Center for Financial Planning
Michigan
$120K +$121K +901 +9,010%
GCS
936
Gordian Capital (Singapore)
Singapore
$120K – – –
RI
937
Ridgewood Investments
New Jersey
$119K -$27.9K -207 -19%
MPWT
938
MassMutual Private Wealth & Trust
Connecticut
$116K +$31.9K +237 +37%
EWA
939
EverSource Wealth Advisors
Alabama
$116K -$16.2K -120 -12%
LI
940
LRI Investments
Florida
$114K +$51.2K +380 +78%
EB
941
Eastern Bank
Massachusetts
$109K – – –
CT
942
Colonial Trust
South Carolina
$106K +$57.7K +428 +112%
RTC
943
Riverview Trust Company
Washington
$105K – – –
VCM
944
Versant Capital Management
Arizona
$98.7K +$69.1K +513 +216%
HCP
945
Hexagon Capital Partners
Arkansas
$98.3K +$99.7K +740 +9,250%
CFO
946
CVA Family Office
Colorado
$97.6K +$36.2K +269 +57%
BP
947
BNP Paribas
France
$96.6K +$19.4K +144 +24%
TFA
948
Toth Financial Advisory
Virginia
$91.5K +$34.9K +259 +59%
CFGS
949
Concourse Financial Group Securities
Alabama
$88.8K +$2.56K +19 +3%
CAL
950
Capital Analysts LLC
Pennsylvania
$87K +$5.25K +39 +6%
36 37
38
39 40