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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Clearstead Advisors
Ohio
$22.1K -$51.6K -248 -70%
PTC
452
Private Trust Company
Ohio
$22.1K – – –
BLC
453
Brown, Lisle/Cummings
Rhode Island
$20.6K – – –
CFO
454
CVA Family Office
Colorado
$20.6K – – –
FP
455
Financial Perspectives
Minnesota
$20.6K – – –
WPWM
456
Western Pacific Wealth Management
Illinois
$20.6K – – –
PWMG
457
Private Wealth Management Group
New Jersey
$20.2K – – –
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$20.2K +$1.04K +5 +5%
BIA
459
Bell Investment Advisors
California
$17.8K – – –
ME
460
McIlrath & Eck
Washington
$17.3K – – –
JWA
461
JFS Wealth Advisors
Pennsylvania
$16.3K +$3.12K +15 +23%
PWA
462
Provenance Wealth Advisors
Florida
$15.5K – – –
BCWM
463
Bartlett & Co Wealth Management
Ohio
$15.3K – – –
CI
464
CX Institutional
Indiana
$15K +$15.4K +74 New
EW
465
Elyxium Wealth
California
$14.2K +$14.4K +69 New
C
466
Covestor
United Kingdom
$14K – – –
CT
467
Coastline Trust
Rhode Island
$13.4K – – –
BBHC
468
Brown Brothers Harriman & Co
New York
$13K – – –
KFAS
469
Keating Financial Advisory Services
Kansas
$12.8K +$12.9K +62 New
FHC
470
First Horizon Corporation
Tennessee
$11.2K -$4.16K -20 -27%
RS
471
Rakuten Securities
Japan
$10.3K – – –
OW
472
Olistico Wealth
Oklahoma
$10.3K +$10.4K +50 New
PFBT
473
Parkside Financial Bank & Trust
Missouri
$9.91K – – –
WA
474
WPG Advisers
Maryland
$9.5K – – –
PB
475
Pinnacle Bancorp
Nebraska
$8.88K – – –
17 18
19
20 21