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ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$22.1K +$522 +16 +2%
OWP
502
ORG Wealth Partners
Texas
$21.7K – – –
RAM
503
Ramirez Asset Management
New York
$19.3K – – –
AF
504
Advisornet Financial
Minnesota
$19.2K +$12.6K +385 +155%
DPW
505
DiNuzzo Private Wealth
Pennsylvania
$17.5K – – –
BAM
506
Byrne Asset Management
New Jersey
$17.4K -$4.08K -125 -18%
VWA
507
Valued Wealth Advisors
Utah
$16K – – –
AT
508
Arlington Trust
Alabama
$16K – – –
CAC
509
Core Alternative Capital
Georgia
$12.1K – – –
PWAM
510
Private Wealth Asset Management
Iowa
$11.5K – – –
CFFP
511
Center for Financial Planning
Michigan
$11.2K – – –
GWM
512
Geneos Wealth Management
Colorado
$9.91K -$82.9K -2,539 -89%
OA
513
Operose Advisors
Wisconsin
$9.64K – – –
KFI
514
Key Financial Inc
Pennsylvania
$8.37K – – –
RWM
515
Raffa Wealth Management
District of Columbia
$7.71K +$3.33K +102 +67%
CYG
516
Clean Yield Group
Vermont
$7.38K – – –
TWD
517
True Wealth Design
Ohio
$7.22K +$7.8K +239 New
MWPCG
518
Measured Wealth Private Client Group
New Hampshire
$7.2K +$7.77K +238 New
FFO
519
Fortitude Family Office
Arizona
$6.71K – – –
TFA
520
Transamerica Financial Advisors
Florida
$6.71K +$7.28K +223 New
CIA
521
Cape Investment Advisory
Georgia
$6.56K +$2.94K +90 +71%
MNA
522
Manning & Napier Advisors
New York
$6.29K +$6.79K +208 New
HCM
523
Hollencrest Capital Management
California
$6.05K – – –
PTC
524
Private Trust Company
Ohio
$5.71K +$1.76K +54 +40%
AFG
525
Albion Financial Group
Utah
$5.32K +$5.75K +176 New
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