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Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
551
Retirement Wealth Solutions
Wisconsin
$12.6K +$12K +226 New
SWP
552
Strategic Wealth Partners
Ohio
$11.6K – – –
PWA
553
Physician Wealth Advisors
Utah
$11.4K +$958 +18 +10%
BWL
554
Bogart Wealth LLC
Virginia
$11.3K – – –
M
555
MOTCO
Texas
$11.2K – – –
WPA
556
Wealth Preservation Advisors
Tennessee
$11.2K +$10.6K +200 New
WIM
557
Westside Investment Management
California
$11K – – –
IAG
558
Innovative Advisory Group
Massachusetts
$10.6K – – –
CPG
559
Cornerstone Planning Group
New Jersey
$10.6K +$2.66K +50 +37%
ZBNA
560
Zions Bancorporation, National Association
Utah
$9.92K +$2.82K +53 +42%
OP
561
ORG Partners
Indiana
$9.59K – – –
NFSG
562
Newbridge Financial Services Group
Florida
$9.36K +$213 +4 +2%
CFD
563
Creative Financial Designs
Indiana
$9.16K +$106 +2 +1%
MSG
564
Main Street Group
Virginia
$9.14K – – –
CT
565
Clearstead Trust
Maine
$8.98K – – –
AAG
566
Armstrong Advisory Group
Massachusetts
$8.92K – – –
BIM
567
Breakwater Investment Management
Washington
$8.92K – – –
PWA
568
Principia Wealth Advisory
Texas
$8.75K +$5.27K +99 +171%
EPIMS
569
Evelyn Partners Investment Management Services
$8.64K – – –
WTA
570
Washington Trust Advisors
Massachusetts
$8.59K – – –
CTB
571
Country Trust Bank
Illinois
$8.36K – – –
CB
572
Community Bank
New York
$8.36K – – –
FC
573
Financial Consulate
Maryland
$7.97K +$7.61K +143 New
OPTFSNA
574
Old Point Trust & Financial Services N A
Virginia
$7.97K – – –
GSWM
575
Golden State Wealth Management
California
$7.96K – – –
21 22
23
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