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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
676
Caitong International Asset Management
Hong Kong
$20.6K +$22K +286 New
PWA
677
Provenance Wealth Advisors
Florida
$20.3K +$21.7K +282 New
TCM
678
Tradewinds Capital Management
Washington
$19.8K – – –
GSWM
679
Golden State Wealth Management
California
$19K +$925 +12 +5%
ECM
680
Estabrook Capital Management
New York
$18K – – –
AAM
681
Advisors Asset Management
Colorado
$17.7K -$5.09K -66 -21%
ATC
682
Adirondack Trust Company
New York
$16.9K – – –
FDCP
683
Foster Dykema Cabot & Partners
Massachusetts
$16.9K +$18.1K +235 New
RBI
684
Raiffeisen Bank International
Austria
$16.3K +$15.3K +199 New
CFO
685
CVA Family Office
Colorado
$16.1K -$1.39K -18 -7%
TPCW
686
TD Private Client Wealth
New York
$15.6K -$77 -1 -0.5%
QC
687
Quent Capital
New York
$15.6K +$16.6K +216 New
TWD
688
True Wealth Design
Ohio
$15.2K +$10.6K +138 +189%
CCM
689
Cloud Capital Management
Washington
$15K +$16.5K +214 New
GBT
690
Grove Bank & Trust
Florida
$14.6K – – –
HPC
691
HM Payson & Co
Maine
$14.4K – – –
SIS
692
Strategic Investment Solutions
Illinois
$14.4K – – –
CFB
693
Cullen/Frost Bankers
Texas
$14.1K -$51K -662 -77%
MAS
694
MPWM Advisory Solutions
Georgia
$14.1K – – –
PFBT
695
Parkside Financial Bank & Trust
Missouri
$12.8K +$5.01K +65 +58%
MSG
696
Main Street Group
Virginia
$12.6K -$771 -10 -5%
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$12.4K +$462 +6 +4%
LI
698
LRI Investments
Florida
$12.3K – – –
RFP
699
Root Financial Partners
California
$11.8K +$12.6K +164 New
PP
700
Pacifica Partners
Canada
$11.4K -$7.71K -100 -38%
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