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Axcelis
ACLS

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
376
Private Trust Company
Ohio
$8.15K – – –
CAM
377
Close Asset Management
United Kingdom
$8K -$35.6K -240 -86%
ZBNA
378
Zions Bancorporation, National Association
Utah
$7.58K – – –
AW
379
Avion Wealth
Texas
$7K – – –
SIC
380
SJS Investment Consulting
Ohio
$6.25K +$4.3K +29 +725%
FFO
381
Fortitude Family Office
Arizona
$6.25K +$593 +4 +14%
MO
382
McMillan Office
Michigan
$5.49K – – –
VFM
383
Vision Financial Markets
Connecticut
$5.35K – – –
PWMG
384
Prestige Wealth Management Group
New Jersey
$5.3K – – –
AG
385
AmeriFlex Group
Nevada
$4.93K -$171K -1,154 -98%
LI
386
LRI Investments
Florida
$4.93K -$2.97K -20 -43%
SGFG
387
Silver Grove Financial Group
New York
$4.93K +$3.86K +26 New
CA
388
Clearstead Advisors
Ohio
$4.74K +$3.71K +25 New
CFD
389
Creative Financial Designs
Indiana
$4.74K – – –
SFCL
390
Strengthening Families & Communities LLC
Massachusetts
$4.74K – – –
TC
391
Truvestments Capital
Florida
$4.74K – – –
CFO
392
CVA Family Office
Colorado
$4.55K +$742 +5 +26%
MNA
393
Manning & Napier Advisors
New York
$4.4K +$3.71K +25 New
TWD
394
True Wealth Design
Ohio
$4.17K -$445 -3 -12%
GKIM
395
GW&K Investment Management
Massachusetts
$4K +$3.12K +21 New
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.98K – – –
BFS
397
Bare Financial Services
Pennsylvania
$3.79K +$593 +4 +25%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$3.41K -$297 -2 -10%
RWS
399
Retirement Wealth Solutions
Wisconsin
$3.22K -$742 -5 -23%
LWM
400
Lodestone Wealth Management
Washington
$3.22K +$2.52K +17 New
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