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CASY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
576
Clearstead Advisors
Ohio
$37.8K +$18K +54 +120%
CT
577
Colonial Trust
South Carolina
$37.1K – – –
GLR
578
Great Lakes Retirement
Ohio
$37K +$32.4K +97 New
RA
579
Rise Advisors
New York
$35.9K – – –
CFD
580
Creative Financial Designs
Indiana
$34.3K – – –
IC
581
Innealta Capital
Texas
$32.4K +$28.4K +85 New
PAG
582
Paladin Advisory Group
Iowa
$31.7K – – –
PPC
583
Park Place Capital
Alabama
$30.9K +$27K +81 New
JWA
584
JFS Wealth Advisors
Pennsylvania
$26.7K – – –
RTC
585
Riverview Trust Company
Washington
$25.9K – – –
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.7K – – –
IHWM
587
Iron Horse Wealth Management
Iowa
$25K – – –
AGWCA
588
Annis Gardner Whiting Capital Advisors
Florida
$22.9K -$4.67K -14 -19%
OWA
589
Opal Wealth Advisors
New York
$22.5K +$19.7K +59 New
CA
590
Centerpoint Advisors
Massachusetts
$22K -$6.67K -20 -26%
GRP
591
Global Retirement Partners
California
$21.7K -$8.68K -26 -31%
GWM
592
Geneos Wealth Management
Colorado
$20.2K +$17.7K +53 New
ST
593
Smithfield Trust
Pennsylvania
$20K – – –
CIAS
594
CBIZ Investment Advisory Services
Ohio
$19.1K -$5.01K -15 -23%
IGWM
595
ICA Group Wealth Management
Colorado
$19.1K -$32.7K -98 -66%
C
596
Covestor
United Kingdom
$19K – – –
MTC
597
Matrix Trust Company
Colorado
$18K +$5.34K +16 +53%
CCA
598
Criterion Capital Advisors
Tennessee
$17.6K -$4.67K -14 -23%
RDIA
599
RE Dickinson Investment Advisors
Iowa
$17.3K – – –
FFA
600
Frazier Financial Advisors
Ohio
$17.2K +$2.34K +7 +18%
22 23
24
25 26