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Concentrix
CNXC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$2.33K – – –
SS
302
Sunbelt Securities
Texas
$2.12K -$1.66K -41 -45%
BWA
303
Basecamp Wealth Advisors
Washington
$2.12K +$2.07K +51 New
CAL
304
Capital Advisors Ltd
Ohio
$2K -$771 -19 -28%
ST
305
Smithfield Trust
Pennsylvania
$2K – – –
CI
306
CX Institutional
Indiana
$2K +$568 +14 +50%
GEA
307
Glen Eagle Advisors
New Jersey
$2K – – –
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.58K – – –
EW
309
Elyxium Wealth
California
$1.41K +$1.38K +34 New
SS
310
SBI Securities
Japan
$1.33K – – –
NA
311
NewEdge Advisors
Louisiana
$1.29K – – –
OP
312
ORG Partners
Indiana
$1.29K +$1.26K +31 New
GFA
313
Godfrey Financial Associates
New York
$1.16K +$1.14K +28 New
CFB
314
Cullen/Frost Bankers
Texas
$1.12K – – –
JWA
315
JFS Wealth Advisors
Pennsylvania
$998 +$690 +17 +243%
MB
316
MidFirst Bank
Oklahoma
$873 +$852 +21 New
FFO
317
Fortitude Family Office
Arizona
$790 +$527 +13 +217%
PWMG
318
Private Wealth Management Group
New Jersey
$666 -$1.78K -44 -73%
KFAS
319
Keating Financial Advisory Services
Kansas
$665 +$649 +16 New
BGAI
320
Bruce G. Allen Investments
Colorado
$582 -$203 -5 -26%
S
321
SignatureFD
Georgia
$582 – – –
PWPS
322
Pinnacle Wealth Planning Services
Ohio
$582 +$568 +14 New
RDFA
323
Ritter Daniher Financial Advisory
Ohio
$499 – – –
OW
324
Olistico Wealth
Oklahoma
$499 +$487 +12 New
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$250 +$162 +4 +200%
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13
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