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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
501
WhitTier Trust Company
Nevada
$26.4K +$363 +6 +1%
CH
502
Cromwell Holdings
Wyoming
$26K +$726 +12 +3%
ADL
503
Asset Dedication LLC
California
$25.3K -$1.94K -32 -7%
RIL
504
Rothschild Investment LLC
Illinois
$24.6K +$181 +3 +0.8%
SIM
505
Sentry Investment Management
Wisconsin
$24K +$27.4K +453 New
DI
506
DAGCO Inc
Ohio
$23.8K +$23.3K +386 New
OC
507
Oakworth Capital
Alabama
$23.6K – – –
LC
508
Lindbrook Capital
California
$23.6K +$4.29K +71 +23%
CIAM
509
Caitong International Asset Management
Hong Kong
$22.3K +$5.81K +96 +36%
C
510
Covestor
United Kingdom
$22K +$12.8K +212 +155%
HCM
511
Hollencrest Capital Management
California
$21.8K – – –
AG
512
AmeriFlex Group
Nevada
$20.7K +$181 +3 +0.9%
NSIM
513
North Star Investment Management
Illinois
$20K – – –
CFO
514
CVA Family Office
Colorado
$19.7K +$18.1K +300 +1,429%
AAP
515
Arax Advisory Partners
Colorado
$19.7K -$50.8K -840 -72%
OCM
516
Orion Capital Management
California
$18.4K – – –
UCB
517
United Community Bank
South Carolina
$18.4K – – –
WF
518
Wayfinding Financial
Washington
$18K +$18.2K +301 New
GWSG
519
GPS Wealth Strategies Group
Colorado
$15.1K +$14.9K +246 New
SWM
520
Spire Wealth Management
Virginia
$15K -$10K -166 -40%
HIM
521
Hillsdale Investment Management
Ontario, Canada
$14.8K +$14.5K +240 New
POIA
522
Pin Oak Investment Advisors
Texas
$14K +$181 +3 +1%
BIG
523
Brooklyn Investment Group
New York
$13.5K +$1.69K +28 +15%
CT
524
Clearstead Trust
Maine
$13.5K +$13.2K +219 New
PFSC
525
Peoples Financial Services Corp
Pennsylvania
$13.4K – – –
19 20
21
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