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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Avior Wealth Management
Nebraska
$4.53K – – –
CPG
752
Cornerstone Planning Group
New Jersey
$4.2K +$493 +3 +15%
SC
753
SouthState Corp
Florida
$4.03K +$3.94K +24 New
DPW
754
DiNuzzo Private Wealth
Pennsylvania
$3.19K – – –
PWMG
755
Prestige Wealth Management Group
New Jersey
$3.19K – – –
RWM
756
Raffa Wealth Management
District of Columbia
$3.02K – – –
CAL
757
Capital Advisors Ltd
Ohio
$3K – – –
RIL
758
Rothschild Investment LLC
Illinois
$2.85K +$329 +2 +13%
CSWM
759
Cassady Schiller Wealth Management
Ohio
$2.85K +$2.79K +17 New
KIM
760
Kestra Investment Management
Texas
$2.68K +$2.63K +16 New
MA
761
Montag & Associates
Georgia
$2.67K – – –
SSB
762
Sandy Spring Bank
Maryland
$2.52K – – –
GIA
763
GHP Investment Advisors
Colorado
$2.52K +$2.46K +15 New
ZB
764
Zions Bancorporation
Utah
$2.35K – – –
FDCP
765
Foster Dykema Cabot & Partners
Massachusetts
$2.18K -$7.56K -46 -78%
WA
766
Whipplewood Advisors
Colorado
$2.01K +$1.97K +12 New
WCM
767
Winthrop Capital Management
Indiana
$2K – – –
TWC
768
TD Waterhouse Canada
Ontario, Canada
$1.84K -$1.97K -12 -52%
BCH
769
Berkshire Capital Holdings
California
$1.68K -$16.4M -99,740 -100%
CFS
770
CGC Financial Services
Oregon
$1.68K – – –
HWA
771
HHM Wealth Advisors
Tennessee
$1.51K +$1.48K +9 New
BBHC
772
Brown Brothers Harriman & Co
New York
$1.34K +$1.31K +8 New
CIAM
773
Caitong International Asset Management
Hong Kong
$1.34K +$1.31K +8 New
PWA
774
Principia Wealth Advisory
Texas
$1.34K +$1.31K +8 New
RFS
775
Richardson Financial Services
Massachusetts
$1.17K -$1.64K -10 -59%
29 30
31
32 33