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Name Holding Trade Value Shares
Change 		Change in
Stake
SR
1076
Swiss Re
Switzerland
$118K +$123K +37 New
C
1077
Covestor
United Kingdom
$118K – – –
AEPWM
1078
Atlantic Edge Private Wealth Management
Florida
$115K -$6.64K -2 -5%
EB
1079
Eastern Bank
Massachusetts
$115K – – –
PWA
1080
Physician Wealth Advisors
Utah
$114K -$53.2K -16 -31%
CA
1081
Centerpoint Advisors
Massachusetts
$112K -$9.97K -3 -8%
KFAS
1082
Keating Financial Advisory Services
Kansas
$112K -$9.97K -3 -8%
OCWP
1083
Owl Creek Wealth Partners
Colorado
$109K +$9.97K +3 +10%
BP
1084
BNP Paribas
France
$106K +$99.7K +30 New
GIA
1085
GHP Investment Advisors
Colorado
$102K – – –
LFG
1086
Larson Financial Group
Missouri
$99.1K -$89.7K -27 -47%
BTI
1087
Blue Trust Inc
Georgia
$95.9K – – –
PTC
1088
Private Trust Company
Ohio
$95.9K -$6.64K -2 -6%
GWM
1089
Geneos Wealth Management
Colorado
$95.9K – – –
APW
1090
Aventura Private Wealth
Florida
$95.9K +$6.64K +2 +7%
WTC
1091
WhitTier Trust Company
Nevada
$92.2K – – –
RF
1092
Roxbury Financial
New Jersey
$89.5K – – –
WIM
1093
Westside Investment Management
California
$89.5K – – –
PWA
1094
Provenance Wealth Advisors
Florida
$86.3K +$3.32K +1 +4%
WPA
1095
West Paces Advisors
Georgia
$86.3K +$89.7K +27 New
CT
1096
Clearstead Trust
Maine
$83.1K – – –
QL
1097
Quarry LP
New York
$79.9K -$89.7K -27 -52%
RWM
1098
Rialto Wealth Management
New York
$79.9K +$83.1K +25 New
WA
1099
WPG Advisers
Maryland
$76.7K -$13.3K -4 -14%
NFSG
1100
Newbridge Financial Services Group
Florida
$76.7K +$33.2K +10 +71%
42 43
44
45 46