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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
326
Whipplewood Advisors
Colorado
$4.01K +$4.19K +149 New
FFO
327
Fortitude Family Office
Arizona
$3.69K +$2.25K +80 +140%
BWA
328
Basecamp Wealth Advisors
Washington
$3.21K -$2.34K -83 -41%
JWA
329
JFS Wealth Advisors
Pennsylvania
$3.21K +$281 +10 +9%
RF
330
Rossby Financial
Florida
$2.88K +$394 +14 +15%
GSEP
331
Golden State Equity Partners
California
$2.74K +$2.84K +101 New
KFAS
332
Keating Financial Advisory Services
Kansas
$2.15K -$422 -15 -16%
TM
333
Torren Management
California
$2.1K -$47.4K -1,683 -96%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.99K +$2.08K +74 New
BLC
335
Brown, Lisle/Cummings
Rhode Island
$1.86K +$1.94K +69 New
LI
336
LRI Investments
Florida
$1.7K – – –
STB
337
S&T Bank
Pennsylvania
$1.7K – – –
KG
338
Kilter Group
New York
$1.51K +$281 +10 +22%
CA
339
Clearstead Advisors
Ohio
$1.35K -$60.4K -2,145 -98%
PMAM
340
Picton Mahoney Asset Management
Ontario, Canada
$1.13K – – –
CI
341
CX Institutional
Indiana
$1K -$3.21K -114 -78%
AW
342
Avion Wealth
Texas
$1K +$1.07K +38 New
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$997 – – –
BGAI
344
Bruce G. Allen Investments
Colorado
$916 +$310 +11 +48%
S
345
Sachetta
Massachusetts
$835 – – –
SIC
346
SJS Investment Consulting
Ohio
$808 +$225 +8 +36%
ZBNA
347
Zions Bancorporation, National Association
Utah
$727 +$760 +27 New
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$700 -$507 -18 -41%
BHWM
349
Bay Harbor Wealth Management
Maryland
$592 +$225 +8 +57%
RWM
350
Rialto Wealth Management
New York
$539 -$113 -4 -17%
12 13
14
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