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CASY

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
851
CX Institutional
Indiana
$58K +$12.4K +19 +31%
CFO
852
CVA Family Office
Colorado
$56K +$34.5K +53 +221%
WPWM
853
Western Pacific Wealth Management
Illinois
$51.7K +$46.3K +71 New
CT
854
Colonial Trust
South Carolina
$51K -$7.17K -11 -14%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.2K -$321K -493 -88%
RWM
856
RMG Wealth Management
Wisconsin
$49.1K +$26.1K +40 +250%
TWD
857
True Wealth Design
Ohio
$44.4K +$4.56K +7 +13%
NS
858
NBC Securities
Alabama
$43.7K – – –
PAG
859
Paladin Advisory Group
Iowa
$42.2K – – –
GSWM
860
Golden State Wealth Management
California
$40.1K – – –
VWM
861
Vermillion Wealth Management
Minnesota
$40K +$1.95K +3 +6%
AUB
862
Atlantic Union Bankshares
Virginia
$37.8K -$3.91K -6 -10%
LWCFA
863
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.9K -$11.1K -17 -25%
HWP
864
Highline Wealth Partners
California
$36.4K +$32.6K +50 New
CIM
865
Contravisory Investment Management
Massachusetts
$34.9K – – –
WIM
866
Westside Investment Management
California
$34.2K – – –
MG
867
Mather Group
Illinois
$33.5K +$30K +46 New
WSFS
868
Wilmington Savings Fund Society
Delaware
$32.8K – – –
WA
869
Whipplewood Advisors
Colorado
$32.8K +$29.3K +45 New
TPWA
870
Twin Peaks Wealth Advisors
California
$29.8K +$26.7K +41 New
BIA
871
Bell Investment Advisors
California
$29.1K +$651 +1 +3%
EI
872
EFG International
$27.7K +$24.8K +38 New
ZBNA
873
Zions Bancorporation, National Association
Utah
$26.2K -$3.74M -5,741 -99%
OWA
874
Opal Wealth Advisors
New York
$25.5K +$22.8K +35 New
DJSG
875
D.J. St. Germain
Massachusetts
$25.5K – – –
33 34
35
36 37