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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
551
Colonial Trust Advisors
South Carolina
$8.83K – – –
EB
552
Eastern Bank
Massachusetts
$8.83K – – –
CT
553
Clearstead Trust
Maine
$8.83K +$8.97K +100 New
MIM
554
MTM Investment Management
South Carolina
$8.68K +$8.79K +98 New
RAM
555
Riggs Asset Management
Pennsylvania
$8.65K +$8.79K +98 New
ZBNA
556
Zions Bancorporation, National Association
Utah
$8.65K -$5.02K -56 -36%
S
557
Sachetta
Massachusetts
$8.58K – – –
HI
558
Harbour Investments
Wisconsin
$8.43K +$987 +11 +13%
DI
559
DAGCO Inc
Ohio
$8.3K – – –
BWL
560
Bogart Wealth LLC
Virginia
$8.21K -$2.51K -28 -23%
CB
561
CNB Bank
Pennsylvania
$8.21K – – –
PWA
562
Provenance Wealth Advisors
Florida
$8.21K – – –
GKIM
563
GW&K Investment Management
Massachusetts
$8K +$2.24K +25 +37%
WTA
564
Washington Trust Advisors
Massachusetts
$7.95K – – –
BCMLT
565
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.87K -$1.7K -19 -18%
PWMG
566
Prestige Wealth Management Group
New Jersey
$7.5K – – –
MSWA
567
Marshall & Sterling Wealth Advisors
New York
$7.33K -$7.36K -82 -50%
ST
568
Smithfield Trust
Pennsylvania
$7K – – –
WIM
569
Westside Investment Management
California
$6.5K +$6.55K +73 New
HNB
570
Hilltop National Bank
Wyoming
$6.44K +$6.55K +73 New
LFG
571
Larson Financial Group
Missouri
$6.27K -$2.69K -30 -30%
AGWCA
572
Annis Gardner Whiting Capital Advisors
Florida
$6.27K +$6.37K +71 New
HIA
573
HFM Investment Advisors
New Jersey
$6.18K – – –
AFG
574
Albion Financial Group
Utah
$5.56K – – –
QWM
575
Quaker Wealth Management
New Jersey
$5.41K +$5.47K +61 New
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23
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