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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2301
BOK Financial Private Wealth
Colorado
$195K +$18.7K +95 +11%
DF
2302
Dunhill Financial
United Kingdom
$194K +$157K +798 +464%
PSFG
2303
Park Square Financial Group
Georgia
$194K -$30.7K -156 -14%
RTC
2304
Riverview Trust Company
Washington
$191K -$4.72K -24 -2%
OIA
2305
Optimum Investment Advisors
Illinois
$190K +$19.7K +100 +12%
BOJHT
2306
Bank of Jackson Hole Trust
Wyoming
$183K +$15.7K +80 +10%
WPA
2307
West Paces Advisors
Georgia
$182K – – –
IUHSA
2308
Itau Unibanco Holding S.A.
Brazil
$182K +$179K +911 New
RA
2309
Rise Advisors
New York
$175K +$19.9K +101 +13%
PS
2310
Pinney & Scofield
Massachusetts
$174K – – –
B
2311
Birchbrook
Maine
$174K – – –
RF
2312
Rossby Financial
Florida
$172K +$171K +869 New
TIM
2313
Tortoise Investment Management
New York
$167K – – –
S
2314
Sachetta
Massachusetts
$164K -$7.67K -39 -5%
FGAM
2315
Financial Gravity Asset Management
Texas
$164K +$162K +821 New
GTAM
2316
Global Trust Asset Management
Florida
$164K +$6.89K +35 +4%
RWM
2317
Rialto Wealth Management
New York
$164K -$11.8K -60 -7%
FA
2318
Financial Avengers
California
$162K +$197 +1 +0.1%
BCM
2319
Berbice Capital Management
New York
$160K – – –
FMP
2320
Financial Management Professionals
Texas
$158K +$89.7K +456 +136%
RCM
2321
Raleigh Capital Management
North Carolina
$158K +$81.5K +414 +110%
CT
2322
Clearstead Trust
Maine
$157K -$4.13K -21 -3%
BIA
2323
Bell Investment Advisors
California
$156K +$2.75K +14 +2%
VBA
2324
von Borstel & Associates
Oregon
$156K +$154K +782 New
PWA
2325
Physician Wealth Advisors
Utah
$156K -$16.9K -86 -10%
91 92
93
94 95