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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
626
SVB Wealth
Massachusetts
$669K -$23.5K -271 -3%
1SB
627
1ST Source Bank
Indiana
$662K -$10.4K -120 -2%
BFS
628
Bradley Foster & Sargent
Connecticut
$661K -$10.7K -124 -2%
SAI
629
Systematic Alpha Investments
New Jersey
$660K – – –
WA1
630
Wimmer Associates 1
California
$657K -$3.9K -45 -0.6%
OIA
631
OneDigital Investment Advisors
Kansas
$648K +$15.5K +179 +2%
WA
632
Waverly Advisors
Alabama
$647K +$34.5K +398 +6%
HKAM
633
Horizon Kinetics Asset Management
New York
$640K -$20.5K -237 -3%
TCCM
634
Timber Creek Capital Management
Massachusetts
$636K – – –
CWA
635
Crux Wealth Advisors
California
$629K +$2.51K +29 +0.4%
HIP
636
HUB Investment Partners
Texas
$626K +$68.9K +796 +12%
TPCW
637
TD Private Client Wealth
New York
$624K +$2.6K +30 +0.4%
CWS
638
Confluence Wealth Services
Pennsylvania
$624K +$4.16K +48 +0.7%
AC
639
AlphaCore Capital
California
$622K +$355K +4,096 +135%
JSW
640
Journey Strategic Wealth
New Jersey
$615K +$3.55K +41 +0.6%
VFA
641
Voya Financial Advisors
Connecticut
$613K -$15.9K -184 -3%
EI
642
Ellevest Inc
New York
$610K -$51.4K -594 -8%
DW30
643
Drucker Wealth 3.0
New Jersey
$606K -$27.4K -317 -4%
S
644
SignatureFD
Georgia
$605K +$17.7K +204 +3%
CA
645
Clearstead Advisors
Ohio
$600K -$135K -1,560 -18%
GSB
646
Greenfield Savings Bank
Massachusetts
$597K +$48K +554 +9%
EI
647
Ecofi Investissements
France
$592K +$589K +6,800 New
VFA
648
Valeo Financial Advisors
Indiana
$592K +$12.2K +141 +2%
MWM
649
Mission Wealth Management
California
$591K +$4.67K +54 +0.8%
GHI
650
Gross & Hartman Investments
Pennsylvania
$590K +$586K +6,768 New
24 25
26
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