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Name Holding Trade Value Shares
Change 		Change in
Stake
SLA
951
SWaN & Legend Advisors
Virginia
$47.4K +$44.9K +348 New
SWA
952
SOA Wealth Advisors
New York
$46.8K – – –
PFBT
953
Parkside Financial Bank & Trust
Missouri
$46.3K -$54K -419 -55%
IFAM
954
Institutional & Family Asset Management
Colorado
$45.2K +$1.16K +9 +3%
UB
955
UMB Bank
Missouri
$44.1K +$14.1K +109 +51%
W
956
WealthCollab
Washington
$43.4K +$41.1K +319 New
VWM
957
Venturi Wealth Management
Texas
$41K +$10.3K +80 +36%
FMP
958
Financial Management Professionals
Texas
$41K +$32.8K +254 +518%
TC
959
Truvestments Capital
Florida
$40.8K +$38.7K +300 New
RFG
960
RFP Financial Group
Georgia
$40.3K -$13.4K -104 -26%
BWP
961
Baldwin Wealth Partners
Massachusetts
$40K +$8.9K +69 +31%
TFIPS
962
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.5K +$37.4K +290 New
FMII
963
Farmers & Merchants Investments Inc
Nebraska
$38.3K – – –
WBC
964
West Branch Capital
Massachusetts
$35.6K -$10.3K -80 -23%
GC
965
Gould Capital
Washington
$35.4K – – –
CWM
966
CarsonAllaria Wealth Management
Illinois
$35.3K -$6.45K -50 -16%
GWSG
967
GPS Wealth Strategies Group
Colorado
$35K – – –
LFA
968
Level Financial Advisors
New York
$34K – – –
SSB
969
Sandy Spring Bank
Maryland
$33.6K +$3.87K +30 +14%
KFI
970
Key Financial Inc
Pennsylvania
$31.3K – – –
AWM
971
AllSquare Wealth Management
New York
$30.6K – – –
MSWM
972
McGlone Suttner Wealth Management
Wisconsin
$30.4K +$28.8K +223 New
MA
973
Montag & Associates
Georgia
$29.7K – – –
VL
974
Vima LLC
Michigan
$29.4K +$27.9K +216 New
TWM
975
Tradition Wealth Management
Minnesota
$29K +$645 +5 +2%
37 38
39
40 41