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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
626
Root Financial Partners
California
$52.7K -$8.47K -108 -14%
GWP
627
Gen-Wealth Partners
Michigan
$50.8K – – –
SSG
628
Summit Securities Group
New York
$49.1K -$33.8K -431 -42%
LSA
629
Leonteq Securities AG
Switzerland
$49K +$21.5K +274 +85%
SWA
630
SOA Wealth Advisors
New York
$48.8K +$392 +5 +0.8%
JFA
631
JNBA Financial Advisors
Minnesota
$45.6K – – –
TWD
632
True Wealth Design
Ohio
$42.4K -$19.7K -251 -33%
FP
633
Financial Perspectives
Minnesota
$41K – – –
AAG
634
Armstrong Advisory Group
Massachusetts
$39.4K – – –
PAI
635
Pittenger & Anderson Inc
Nebraska
$39K – – –
ZBNA
636
Zions Bancorporation, National Association
Utah
$38.5K +$862 +11 +2%
WTA
637
Washington Trust Advisors
Massachusetts
$37.6K – – –
WTC
638
WhitTier Trust Company
Nevada
$37.3K – – –
WSFS
639
Wilmington Savings Fund Society
Delaware
$36.9K – – –
CH
640
Cromwell Holdings
Wyoming
$35.7K – – –
HI
641
Harbour Investments
Wisconsin
$33.4K -$5.88K -75 -16%
FHC
642
First Horizon Corporation
Tennessee
$33.1K +$1.88K +24 +6%
DI
643
DAGCO Inc
Ohio
$32.6K +$235 +3 +0.8%
OC
644
Oakworth Capital
Alabama
$31.5K – – –
OL
645
OneFund LLC
Florida
$31.2K +$1.96K +25 +7%
SIM
646
Sentry Investment Management
Wisconsin
$30K – – –
CFO
647
CVA Family Office
Colorado
$28.3K – – –
AG
648
AmeriFlex Group
Nevada
$27.6K -$26.4K -337 -50%
ADL
649
Asset Dedication LLC
California
$27.5K – – –
NSIM
650
North Star Investment Management
Illinois
$26.7K – – –
24 25
26
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