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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
401
Private Trust Company
Ohio
$2.18K – – –
IIM
402
IFC & Insurance Marketing
California
$2K +$2.16K +50 New
BIA
403
Bell Investment Advisors
California
$1.73K +$606 +14 +44%
FFO
404
Fortitude Family Office
Arizona
$1.58K +$1.82K +42 New
MCA
405
McGuire Capital Advisors
Oklahoma
$1.58K +$1.82K +42 New
RWM
406
Raffa Wealth Management
District of Columbia
$1.5K – – –
SAM
407
Smartleaf Asset Management
Massachusetts
$1.41K -$606 -14 -27%
PPC
408
Park Place Capital
Alabama
$1.2K – – –
ZBNA
409
Zions Bancorporation, National Association
Utah
$1.2K +$1.39K +32 New
RFP
410
Root Financial Partners
California
$1.16K – – –
AAP
411
Arax Advisory Partners
Colorado
$1.09K -$125K -2,889 -99%
TPCW
412
TD Private Client Wealth
New York
$1.09K +$996 +23 +383%
CW
413
Curio Wealth
Maryland
$974 +$1.13K +26 New
TCM
414
Tradewinds Capital Management
Washington
$901 – – –
LI
415
LRI Investments
Florida
$901 +$1.04K +24 New
VCM
416
Versant Capital Management
Arizona
$863 -$15.2K -350 -94%
GFA
417
Godfrey Financial Associates
New York
$788 +$909 +21 New
CA
418
Crewe Advisors
Utah
$751 – – –
CH
419
Cromwell Holdings
Wyoming
$751 – – –
BCPWM
420
Bradley & Co Private Wealth Management
Florida
$750 – – –
ACA
421
Atlas Capital Advisors
Wyoming
$750 +$866 +20 New
BWA
422
Basecamp Wealth Advisors
Washington
$488 +$563 +13 New
CFM
423
Cornerstone Financial Management
Massachusetts
$488 +$563 +13 New
OC
424
Optima Capital
Oregon
$488 +$563 +13 New
PWPS
425
Pinnacle Wealth Planning Services
Ohio
$450 +$519 +12 New
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