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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
CarsonAllaria Wealth Management
Illinois
$21.4K +$1.84K +21 +9%
PP
677
Pacifica Partners
Canada
$20.5K – – –
PA
678
PSI Advisors
Florida
$19.5K – – –
ATC
679
Adirondack Trust Company
New York
$19.1K – – –
MAS
680
MPWM Advisory Solutions
Georgia
$18.3K – – –
SIS
681
Strategic Investment Solutions
Illinois
$18.3K – – –
CFO
682
CVA Family Office
Colorado
$18.2K -$175 -2 -0.9%
GEA
683
Glen Eagle Advisors
New Jersey
$17.8K -$1.31K -15 -6%
MWA
684
Medallion Wealth Advisors
Connecticut
$16.9K – – –
TPCW
685
TD Private Client Wealth
New York
$16.9K +$263 +3 +1%
GBT
686
Grove Bank & Trust
Florida
$16.4K – – –
HPC
687
HM Payson & Co
Maine
$16.3K – – –
SA
688
SRH Advisors
Kansas
$16.3K – – –
SC
689
Stephens Consulting
Michigan
$16.3K – – –
SPM
690
Symmetry Peak Management
Pennsylvania
$16.3K +$17.5K +200 New
ACA
691
Atlas Capital Advisors
Wyoming
$15.9K +$17.1K +195 New
GWSG
692
GPS Wealth Strategies Group
Colorado
$15.9K +$2.28K +26 +15%
MG
693
Mather Group
Illinois
$15.1K – – –
MSG
694
Main Street Group
Virginia
$15.1K – – –
MA
695
Montag & Associates
Georgia
$15K -$1.4K -16 -8%
GA
696
GoalVest Advisory
New York
$14.7K – – –
PFBT
697
Parkside Financial Bank & Trust
Missouri
$14.3K +$6.13K +70 +66%
LI
698
LRI Investments
Florida
$13.9K – – –
QC
699
Quent Capital
New York
$13.8K -$2.63K -30 -15%
PSFG
700
Park Square Financial Group
Georgia
$13.2K -$4.64K -53 -25%
26 27
28
29 30