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ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
501
NewSquare Capital
Pennsylvania
$18K +$8.85K +305 +114%
DPW
502
DiNuzzo Private Wealth
Pennsylvania
$17.3K – – –
BBHC
503
Brown Brothers Harriman & Co
New York
$17.1K – – –
AT
504
Arlington Trust
Alabama
$16.6K – – –
VWA
505
Valued Wealth Advisors
Utah
$16.6K – – –
SWM
506
Spire Wealth Management
Virginia
$15.8K – – –
BCMLT
507
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K – – –
CAC
508
Core Alternative Capital
Georgia
$12.6K – – –
CFFP
509
Center for Financial Planning
Michigan
$11.7K – – –
FFO
510
Fortitude Family Office
Arizona
$10.5K – – –
OA
511
Operose Advisors
Wisconsin
$10.1K – – –
KFI
512
Key Financial Inc
Pennsylvania
$8.64K – – –
AF
513
Advisornet Financial
Minnesota
$8.61K +$3.05K +105 +63%
CIA
514
Cape Investment Advisory
Georgia
$8.38K -$1.83K -63 -19%
GJIA
515
Glass Jacobson Investment Advisors
Maryland
$8.15K – – –
WSFS
516
Wilmington Savings Fund Society
Delaware
$7.82K – – –
CYG
517
Clean Yield Group
Vermont
$7.69K – – –
HCM
518
Hollencrest Capital Management
California
$6.3K – – –
AFS
519
Anderson Financial Strategies
Ohio
$5.77K +$5.31K +183 New
RWM
520
Raffa Wealth Management
District of Columbia
$5.26K -$348 -12 -7%
NS
521
NBC Securities
Alabama
$5K +$5.37K +185 New
PFBT
522
Parkside Financial Bank & Trust
Missouri
$4.79K +$4.41K +152 New
PTC
523
Private Trust Company
Ohio
$4.25K +$3.92K +135 New
JGIA
524
Jackson Grant Investment Advisers
Connecticut
$3.94K – – –
BWL
525
Bogart Wealth LLC
Virginia
$3.56K -$1.28K -44 -28%
19 20
21
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