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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Clearstead Trust
Maine
$3.44K +$3.37K +15 +1,500%
HNW
477
High Note Wealth
Minnesota
$3.23K +$3.15K +14 +1,400%
RWM
478
Raffa Wealth Management
District of Columbia
$2.58K +$1.8K +8 +200%
MCM
479
MAI Capital Management
Ohio
$2.39K +$1.35K +6 +120%
JWA
480
JFS Wealth Advisors
Pennsylvania
$2.37K -$21.8K -97 -90%
JFGIW
481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.37K -$900 -4 -27%
MCM
482
MV Capital Management
Maryland
$2.15K -$5.17K -23 -70%
MAM
483
Marquette Asset Management
Minnesota
$2.15K -$2.47K -11 -52%
KG
484
Kilter Group
New York
$2.15K +$2.25K +10 New
CIAS
485
CBIZ Investment Advisory Services
Ohio
$2.15K -$225 -1 -9%
PCM
486
Penserra Capital Management
California
$2K – – –
VNA
487
Valley National Advisers
Pennsylvania
$2K – – –
HFS
488
Hantz Financial Services
Michigan
$2K +$225 +1 +10%
OAJ
489
Ogorek Anthony Joseph
New York
$2K +$1.8K +8 +267%
MI
490
Motiv8 Investments
Florida
$2K +$2.25K +10 New
SWM
491
SHP Wealth Management
Massachusetts
$1.88K +$2.02K +9 New
PWA
492
Principia Wealth Advisory
Texas
$1.72K +$450 +2 +33%
HWM
493
HighMark Wealth Management
Minnesota
$1.5K – – –
FFO
494
Fortitude Family Office
Arizona
$1.5K +$225 +1 +17%
DPW
495
DiNuzzo Private Wealth
Pennsylvania
$1.29K +$225 +1 +20%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$1.08K +$1.13K +5 New
AFG
497
Albion Financial Group
Utah
$1.08K – – –
SC
498
SouthState Corp
Florida
$1.08K +$225 +1 +25%
RWM
499
Rialto Wealth Management
New York
$1.08K +$900 +4 +400%
LGWM
500
Litman Gregory Wealth Management
California
$1.08K +$1.13K +5 New
18 19
20
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