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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
576
Trust Company of Vermont
Vermont
$32.7K – – –
MA
577
Montag & Associates
Georgia
$31.7K – – –
SWM
578
Sanctuary Wealth Management
Idaho
$31.6K – – –
WAM
579
WFA Asset Management
Wisconsin
$31.2K +$32.3K +540 New
CA
580
Clearstead Advisors
Ohio
$31K -$6.22K -104 -16%
BCA
581
Bray Capital Advisors
Florida
$30.9K – – –
CFD
582
Creative Financial Designs
Indiana
$30.6K -$55.1K -921 -63%
RA
583
Rise Advisors
New York
$29.4K +$30.5K +509 New
CFFP
584
Center for Financial Planning
Michigan
$28.8K – – –
W
585
WealthCollab
Washington
$28.4K – – –
DI
586
DAGCO Inc
Ohio
$27.1K +$28.2K +471 New
NS
587
NBC Securities
Alabama
$27K -$12.3K -206 -30%
SWA
588
SOA Wealth Advisors
New York
$24.5K – – –
CT
589
Cambridge Trust
Massachusetts
$24.5K – – –
CA
590
CoreCap Advisors
Michigan
$23.9K +$24.8K +414 New
HWA
591
HHM Wealth Advisors
Tennessee
$23.8K – – –
GWSA
592
Global Wealth Strategies & Associates
Colorado
$23.8K +$16.1K +269 +187%
AA
593
Ancora Advisors
Ohio
$23.6K – – –
SFCL
594
Strengthening Families & Communities LLC
Massachusetts
$23K -$23.2K -387 -49%
RFG
595
RFP Financial Group
Georgia
$23K – – –
AAG
596
Armstrong Advisory Group
Massachusetts
$22.3K – – –
GKIM
597
GW&K Investment Management
Massachusetts
$22K +$5.63K +94 +33%
AWM
598
Ameliora Wealth Management
Switzerland
$21.9K – – –
SAM
599
Smartleaf Asset Management
Massachusetts
$21.8K +$16.7K +279 +279%
BWAM
600
Boyd Watterson Asset Management
Ohio
$21.2K – – –
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