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Globe Life
GL

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
576
Vision Financial Markets
Connecticut
$28.6K – – –
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$28K -$1.08K -8 -4%
MG
578
Mather Group
Illinois
$27.9K +$26.4K +195 New
SWP
579
Strategic Wealth Partners
Ohio
$27.4K – – –
W
580
WealthCollab
Washington
$26K – – –
GKIM
581
GW&K Investment Management
Massachusetts
$26K -$2.3K -17 -9%
AA
582
Addison Advisors
Vermont
$25.2K – – –
PS
583
Principal Securities
Iowa
$24.3K -$13.7K -101 -37%
CCM
584
Copeland Capital Management
Pennsylvania
$24K – – –
C
585
Covestor
United Kingdom
$23K -$4.34K -32 -17%
EWP
586
Elevation Wealth Partners
California
$22.7K -$26.7K -197 -55%
PCM
587
Peregrine Capital Management
Minnesota
$21.4K – – –
SSG
588
Summit Securities Group
New York
$19.9K +$11.2K +83 +148%
MSWA
589
Marshall & Sterling Wealth Advisors
New York
$19.4K -$22.9K -169 -55%
APW
590
Aventura Private Wealth
Florida
$19.3K – – –
STB
591
S&T Bank
Pennsylvania
$18.9K – – –
JWM
592
JPL Wealth Management
Colorado
$18.2K +$17.2K +127 New
CTA
593
Colonial Trust Advisors
South Carolina
$16.4K +$7.05K +52 +83%
RA
594
Rise Advisors
New York
$12.6K +$949 +7 +9%
CIAM
595
Caitong International Asset Management
Hong Kong
$12.3K +$11.7K +86 New
PTC
596
Private Trust Company
Ohio
$11.9K -$4.2K -31 -27%
JWA
597
JFS Wealth Advisors
Pennsylvania
$11.9K -$1.22K -9 -10%
PWMG
598
Private Wealth Management Group
New Jersey
$11.9K – – –
GBT
599
Grove Bank & Trust
Florida
$11.7K – – –
ZBNA
600
Zions Bancorporation, National Association
Utah
$11.6K +$678 +5 +7%
22 23
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