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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1151
Highland Investment Advisors
Florida
$14.5K +$13.8K +101 New
AA
1152
Addison Advisors
Vermont
$14.3K – – –
SC
1153
Stance Capital
Massachusetts
$14.3K +$13.6K +100 New
RG
1154
RHL Group
Michigan
$14.3K – – –
HNW
1155
High Note Wealth
Minnesota
$14.2K +$682 +5 +5%
WA
1156
Westfuller Advisors
New York
$14K -$4.77K -35 -26%
CCA
1157
Catalyst Capital Advisors
New York
$13.6K -$12.8K -94 -50%
MCM
1158
MV Capital Management
Maryland
$13.6K -$818 -6 -6%
CNBT
1159
Cornerstone National Bank & Trust
Illinois
$13.4K – – –
LWM
1160
Lodestone Wealth Management
Washington
$13.2K – – –
CT
1161
Clearstead Trust
Maine
$13K +$1.23K +9 +11%
JWA
1162
JFS Wealth Advisors
Pennsylvania
$11.7K +$1.36K +10 +14%
EB
1163
Eastern Bank
Massachusetts
$11.4K – – –
PGAM
1164
Princeton Global Asset Management
New Jersey
$11.3K +$682 +5 +7%
WAG
1165
Wilkerson Advisory Group
Missouri
$11K – – –
FFO
1166
Fortitude Family Office
Arizona
$11K +$1.77K +13 +20%
AT
1167
Avalon Trust
New Mexico
$10.7K – – –
CA
1168
Crewe Advisors
Utah
$10.6K +$2.86K +21 +40%
UBP
1169
Union Bancaire Privee
Switzerland
$10.6K – – –
PWMG
1170
Prestige Wealth Management Group
New Jersey
$10.4K – – –
FDW
1171
Fourth Dimension Wealth
Ohio
$10.4K – – –
AP
1172
Aspect Partners
Virginia
$10.3K – – –
HWP
1173
Highline Wealth Partners
California
$10.3K +$818 +6 +9%
PAI
1174
Pittenger & Anderson Inc
Nebraska
$10K – – –
MAM
1175
Marquette Asset Management
Minnesota
$9.87K +$7.5K +55 +393%
45 46
47
48 49