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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
576
AlphaMark Advisors
Kentucky
$10K – – –
RS
577
Rakuten Securities
Japan
$9.96K +$4.08K +75 +58%
TWD
578
True Wealth Design
Ohio
$9.57K +$1.25K +23 +13%
CAM
579
Creekmur Asset Management
Illinois
$9.38K +$54 +1 +0.5%
OCM
580
Orion Capital Management
California
$8.79K +$9.79K +180 New
W
581
WealthCollab
Washington
$8.55K -$21.6K -397 -69%
DRP
582
Decker Retirement Planning
Utah
$8.3K +$9.24K +170 New
TCOV
583
Trust Company of Vermont
Vermont
$8.11K -$21.7K -400 -71%
MSG
584
Main Street Group
Virginia
$8.01K – – –
AAG
585
Armstrong Advisory Group
Massachusetts
$7.81K – – –
BIM
586
Breakwater Investment Management
Washington
$7.81K – – –
CFD
587
Creative Financial Designs
Indiana
$7.81K +$163 +3 +2%
EPIMS
588
Evelyn Partners Investment Management Services
$7.57K +$8.43K +155 New
NC
589
NewSquare Capital
Pennsylvania
$7.33K +$8.15K +150 New
CPG
590
Cornerstone Planning Group
New Jersey
$7.29K +$3.48K +64 +78%
OPTFSNA
591
Old Point Trust & Financial Services N A
Virginia
$6.98K – – –
GSWM
592
Golden State Wealth Management
California
$6.92K +$7.67K +141 New
BC
593
Bayforest Capital
United Kingdom
$6.88K +$7.67K +141 New
WT
594
Washington Trust
Rhode Island
$6.49K – – –
HHGA
595
Halbert Hargrove Global Advisors
California
$6.15K +$6.85K +126 New
MTIC
596
Missouri Trust & Investment Company
Missouri
$6.1K +$4.08K +75 +150%
ZB
597
Zions Bancorporation
Utah
$5.81K -$7.28K -134 -53%
RWS
598
Retirement Wealth Solutions
Wisconsin
$5.63K +$6.31K +116 New
SRCM
599
Signature Resources Capital Management
California
$4.98K – – –
FCMT
600
Founders Capital Management (Texas)
Texas
$4.93K – – –
22 23
24
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