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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
901
Whittier Trust
California
$7.6K +$9.05K +49 New
TCM
902
Tradewinds Capital Management
Washington
$7.51K – – –
IWM
903
IMG Wealth Management
Florida
$7.51K +$9.24K +50 New
KG
904
Kilter Group
New York
$7.21K +$4.25K +23 +92%
CFM
905
Cornerstone Financial Management
Massachusetts
$7.21K -$739 -4 -8%
CAL
906
Capital Analysts LLC
Pennsylvania
$7K -$2.59K -14 -25%
OAJ
907
Ogorek Anthony Joseph
New York
$7K +$7.02K +38 +422%
PWMG
908
Prestige Wealth Management Group
New Jersey
$6.91K -$215K -1,163 -96%
WA
909
WPG Advisers
Maryland
$6.91K -$2.59K -14 -23%
SWP
910
Strategic Wealth Partners
Ohio
$6.91K +$1.11K +6 +15%
HWP
911
Highline Wealth Partners
California
$6.76K -$2.77K -15 -25%
CHC
912
City Holding Co
West Virginia
$6.76K -$1.29K -7 -13%
TC
913
Truvestments Capital
Florida
$6.61K – – –
LI
914
LRI Investments
Florida
$6.35K -$36K -195 -82%
DIP
915
DT Investment Partners
Pennsylvania
$6.16K – – –
HIA
916
Harbor Investment Advisory
Maryland
$6.16K +$370 +2 +5%
CAL
917
Capital Advisors Ltd
Ohio
$6K -$1.66K -9 -17%
AUB
918
Atlantic Union Bankshares
Virginia
$5.71K +$1.85K +10 +36%
RWM
919
Raffa Wealth Management
District of Columbia
$5.56K +$185 +1 +3%
JSAM
920
J. Safra Asset Management
New York
$5.41K +$4.8K +26 +260%
EWM
921
Evolution Wealth Management
Florida
$5.41K +$6.65K +36 New
GGI
922
Godsey & Gibb Inc
Virginia
$5.26K – – –
HNW
923
High Note Wealth
Minnesota
$5.11K -$2.59K -14 -29%
SC
924
SouthState Corp
Florida
$4.66K -$4.07K -22 -42%
CT
925
Clearstead Trust
Maine
$4.5K -$36.6K -198 -87%
35 36
37
38 39