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CASY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
751
Anchor Investment Management
South Carolina
$14.1K -$5.23K -10 -29%
TC
752
Truvestments Capital
Florida
$14.1K – – –
WWA
753
Wealth Watch Advisors
Colorado
$14.1K +$13.1K +25 New
RBC
754
Roble Belko & Company
Pennsylvania
$14K +$13.1K +25 New
CFO
755
CVA Family Office
Colorado
$13.6K – – –
AA
756
Addison Advisors
Vermont
$13K +$1.05K +2 +10%
WTA
757
Washington Trust Advisors
Massachusetts
$12.2K – – –
CAL
758
Capital Advisors Ltd
Ohio
$12K – – –
LFG
759
Larson Financial Group
Missouri
$11.9K +$2.62K +5 +31%
MG
760
Mather Group
Illinois
$11.3K +$10.5K +20 New
BTD
761
BankPlus Trust Department
Mississippi
$10.2K +$9.42K +18 New
CIAS
762
CBIZ Investment Advisory Services
Ohio
$9.61K +$8.37K +16 +1,600%
LI
763
LRI Investments
Florida
$8.48K – – –
FFO
764
Fortitude Family Office
Arizona
$7.91K – – –
LFA
765
LGT Financial Advisors
Texas
$7.53K -$2.09K -4 -24%
TFGT
766
TS Financial Group (TSFG)
Illinois
$7K +$4.18K +8 +200%
TWD
767
True Wealth Design
Ohio
$6.78K +$3.66K +7 +140%
RWS
768
Retirement Wealth Solutions
Wisconsin
$6.67K – – –
VWA
769
Valued Wealth Advisors
Utah
$6.24K – – –
RWM
770
Raffa Wealth Management
District of Columbia
$6.22K +$1.05K +2 +22%
CT
771
Clearstead Trust
Maine
$5.65K – – –
RS
772
Rakuten Securities
Japan
$5.65K -$7.32K -14 -58%
CWP
773
Concord Wealth Partners
Virginia
$5.65K – – –
TIM
774
Tortoise Investment Management
New York
$5.65K +$1.57K +3 +43%
IW
775
Imprint Wealth
South Carolina
$5.65K +$5.23K +10 New
29 30
31
32 33