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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
651
HM Payson & Co
Maine
$13.7K – – –
SIS
652
Strategic Investment Solutions
Illinois
$13.7K – – –
MCA
653
McGuire Capital Advisors
Oklahoma
$13.7K +$13.8K +200 New
PFBT
654
Parkside Financial Bank & Trust
Missouri
$13.3K +$1.25K +18 +10%
MAS
655
MPWM Advisory Solutions
Georgia
$13.3K – – –
SL
656
Salomon & Ludwin
Virginia
$12.8K +$7.33K +106 +114%
W
657
WealthCollab
Washington
$12.4K -$7.88K -114 -39%
GTAM
658
Global Trust Asset Management
Florida
$12.3K -$96.8K -1,400 -89%
ZBNA
659
Zions Bancorporation, National Association
Utah
$12.2K +$12.4K +179 New
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$12.1K +$346 +5 +3%
LI
661
LRI Investments
Florida
$11.7K – – –
RFP
662
Root Financial Partners
California
$11.6K +$346 +5 +3%
GFA
663
Godfrey Financial Associates
New York
$10.9K +$11.1K +160 New
PP
664
Pacifica Partners
Canada
$10.7K – – –
EW
665
Elyxium Wealth
California
$10.7K +$10.8K +156 New
BIA
666
Bell Investment Advisors
California
$9.64K +$6.5K +94 +200%
FMP
667
Financial Management Professionals
Texas
$9.3K – – –
GSWM
668
Golden State Wealth Management
California
$9.17K -$8.99K -130 -49%
PWMG
669
Private Wealth Management Group
New Jersey
$8.62K – – –
KFAS
670
Keating Financial Advisory Services
Kansas
$8.48K +$8.57K +124 New
HNB
671
Huntington National Bank
Ohio
$8.41K -$692 -10 -8%
RFS
672
Richardson Financial Services
Massachusetts
$7.93K -$1.18K -17 -13%
EWP
673
Elevation Wealth Partners
California
$7.87K +$1.18K +17 +17%
MAM
674
Marquette Asset Management
Minnesota
$7.46K +$4.36K +63 +137%
PP
675
PFS Partners
New Jersey
$7.18K – – –
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