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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
651
Smithfield Trust
Pennsylvania
$18K +$19.7K +219 New
KCM
652
Key Capital Management
Tennessee
$16.8K -$18K -200 -50%
BHWM
653
Beaird Harris Wealth Management
Texas
$16.5K – – –
CH
654
CDKV Holdings
Colorado
$16.5K – – –
DB
655
Danske Bank
Denmark
$16.5K – – –
T
656
Tidemark
California
$16.5K – – –
GKIM
657
GW&K Investment Management
Massachusetts
$16K +$5.76K +64 +47%
SWM
658
Spire Wealth Management
Virginia
$15.2K -$4.41K -49 -21%
CMP
659
Coston McIsaac & Partners
Maine
$15K – – –
JWA
660
JFS Wealth Advisors
Pennsylvania
$14.8K – – –
SPF
661
South Plains Financial
Texas
$14.6K – – –
ADL
662
Asset Dedication LLC
California
$14.4K +$11.6K +129 +287%
FFA
663
Frazier Financial Advisors
Ohio
$14.2K – – –
OCWP
664
Owl Creek Wealth Partners
Colorado
$14.2K +$900 +10 +6%
MIFH
665
Migdal Insurance & Financial Holdings
Israel
$13.5K +$14.8K +164 New
CWM
666
Cranbrook Wealth Management
Michigan
$13.4K – – –
TAP
667
Tounjian Advisory Partners
Florida
$12.5K +$13.6K +151 New
AIC
668
Archer Investment Corporation
Indiana
$12.4K +$90 +1 +0.7%
GWM
669
Geneos Wealth Management
Colorado
$12.4K – – –
SWM
670
SHP Wealth Management
Massachusetts
$12.2K -$1.08K -12 -8%
CAL
671
Capital Advisors Ltd
Ohio
$12K -$360 -4 -3%
ZBNA
672
Zions Bancorporation, National Association
Utah
$11.6K -$4.86K -54 -28%
SEP
673
Signature Equity Partners
Ohio
$10.9K +$4.77K +53 +67%
BFS
674
Beacon Financial Strategies
North Carolina
$10.6K – – –
VNA
675
Valley National Advisers
Pennsylvania
$10.6K +$270 +3 +2%
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