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ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
501
Twin Peaks Wealth Advisors
California
$10.6K +$12K +409 New
CAC
502
Core Alternative Capital
Georgia
$10.4K – – –
IAAG
503
Innovative Asset Advisors Group
Connecticut
$9.97K +$11.3K +385 New
CFFP
504
Center for Financial Planning
Michigan
$9.61K – – –
BAM
505
Byrne Asset Management
New Jersey
$9.06K -$5.86K -200 -36%
LFG
506
Larson Financial Group
Missouri
$8.99K -$14.2K -484 -58%
AWA
507
Acumen Wealth Advisors
Tennessee
$8.03K – – –
RFP
508
Root Financial Partners
California
$7.74K +$6.07K +207 +225%
HPWM
509
High Point Wealth Management
New Jersey
$7.12K +$8.06K +275 New
KFI
510
Key Financial Inc
Pennsylvania
$7.1K – – –
CYG
511
Clean Yield Group
Vermont
$6.32K – – –
MWPCG
512
Measured Wealth Private Client Group
New Hampshire
$6.16K – – –
FFO
513
Fortitude Family Office
Arizona
$5.75K – – –
MB
514
MidFirst Bank
Oklahoma
$5.21K – – –
AFG
515
Albion Financial Group
Utah
$4.56K – – –
VCM
516
Versant Capital Management
Arizona
$4.35K +$674 +23 +16%
NSIM
517
North Star Investment Management
Illinois
$4.25K +$4.81K +164 New
PFBT
518
Parkside Financial Bank & Trust
Missouri
$4.2K – – –
TWD
519
True Wealth Design
Ohio
$4.14K -$10.4K -354 -69%
LI
520
LRI Investments
Florida
$4.09K +$968 +33 +26%
JWM
521
JPL Wealth Management
Colorado
$3.63K +$4.11K +140 New
PTC
522
Private Trust Company
Ohio
$3.5K -$1.58K -54 -29%
RCM
523
Richardson Capital Management
Wisconsin
$3.37K +$3.81K +130 New
JGIA
524
Jackson Grant Investment Advisers
Connecticut
$3.24K – – –
HWP
525
Highline Wealth Partners
California
$3K -$20.3K -691 -86%
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