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Name Holding Trade Value Shares
Change 		Change in
Stake
TLFA
1851
True Link Financial Advisors
California
$30.7K +$32K +1,071 New
PWA
1852
Provenance Wealth Advisors
Florida
$30.3K +$31.6K +1,056 New
LB
1853
Legacy Bridge
Iowa
$30.3K – – –
JFA
1854
JNBA Financial Advisors
Minnesota
$29.9K – – –
RTC
1855
Riverview Trust Company
Washington
$29.9K – – –
ETS
1856
ESL Trust Services
New York
$29.1K – – –
TC
1857
Tacita Capital
Ontario, Canada
$29K +$30.3K +1,011 New
MWM
1858
Mosley Wealth Management
California
$28.7K +$27.3K +912 New
GIM
1859
Gold Investment Management
Alberta, Canada
$28.6K – – –
KG
1860
Kilter Group
New York
$28.2K -$4.94K -165 -14%
RFS
1861
Richardson Financial Services
Massachusetts
$28.1K -$1.08K -36 -4%
EPAM
1862
Evelyn Partners Asset Management
$27.9K – – –
WSCM
1863
Wellington Shields Capital Management
New York
$27.8K -$2.99K -100 -9%
OW
1864
Olistico Wealth
Oklahoma
$27.7K +$90 +3 +0.3%
ECM
1865
Estabrook Capital Management
New York
$27.6K – – –
BGA
1866
Battery Global Advisors
Massachusetts
$27.5K -$8.32K -278 -23%
MSG
1867
Main Street Group
Virginia
$27.4K +$28.5K +954 New
RMC
1868
Resources Management Corp
Connecticut
$27K -$8.23K -275 -23%
CTWM
1869
Cherry Tree Wealth Management
Minnesota
$26.8K – – –
WA
1870
Whipplewood Advisors
Colorado
$26.8K +$12K +401 +76%
HWP
1871
Highline Wealth Partners
California
$26.5K +$13.6K +453 +96%
JGCM
1872
Joseph Group Capital Management
Ohio
$26.4K +$18.9K +630 +216%
HC
1873
Hurley Capital
New York
$26.3K +$269 +9 +1%
IWP
1874
IAG Wealth Partners
Wisconsin
$26.1K – – –
WAS
1875
Winch Advisory Services
Wisconsin
$26K +$5.89K +197 +28%
73 74
75
76 77