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Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
2101
Washington Trust Advisors
Massachusetts
$141K +$106K +1,476 +1,171%
SEP
2102
Signature Equity Partners
Ohio
$139K +$41.7K +578 +58%
ANBT
2103
American National Bank & Trust
Texas
$139K – – –
C
2104
Covestor
United Kingdom
$139K – – –
HWP
2105
Highline Wealth Partners
California
$129K +$66K +916 +166%
FFA
2106
Frazier Financial Advisors
Ohio
$127K -$15K -208 -13%
WPA
2107
West Paces Advisors
Georgia
$126K +$103K +1,432 New
CGA
2108
Compound Global Advisors
Washington
$124K +$14.7K +204 +17%
BWS
2109
Buck Wealth Strategies
Colorado
$121K +$98.6K +1,368 New
SW
2110
StrongBox Wealth
Missouri
$120K +$98.3K +1,364 New
IBOK
2111
Independence Bank of Kentucky
Kentucky
$120K -$11.5K -160 -11%
CPG
2112
Cornerstone Planning Group
New Jersey
$119K – – –
AS
2113
Altshuler Shaham
Israel
$119K +$84.9K +1,178 +693%
CCWM
2114
Cassaday & Co Wealth Management
Virginia
$116K +$10.8K +150 +13%
S
2115
Sachetta
Massachusetts
$116K +$15.9K +220 +20%
PB
2116
Prosperity Bancshares
Texas
$112K +$17.3K +240 +23%
FB
2117
First Bancorp
Maine
$111K +$90.7K +1,258 New
CT
2118
Colonial Trust
South Carolina
$111K -$288 -4 -0.3%
SSG
2119
Summit Securities Group
New York
$110K +$60.8K +844 +209%
ABWM
2120
Alpine Bank Wealth Management
Colorado
$109K +$89.5K +1,242 New
DMBA
2121
Deseret Mutual Benefit Administrators
Utah
$109K -$13.3K -184 -13%
HCM
2122
Hollencrest Capital Management
California
$108K +$27K +374 +44%
APFP
2123
Action Point Financial Planning
Michigan
$108K +$89K +1,234 New
TIM
2124
Thompson Investment Management
Wisconsin
$108K -$43.3K -600 -33%
FCAS
2125
First Command Advisory Services
Texas
$107K +$17.2K +238 +24%
83 84
85
86 87