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ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$24K – – –
BAM
527
Byrne Asset Management
New Jersey
$23.5K -$1.66K -50 -7%
CPG
528
Cornerstone Planning Group
New Jersey
$22.1K -$3.67K -111 -14%
RAM
529
Ramirez Asset Management
New York
$21.4K -$63K -1,903 -75%
DPW
530
DiNuzzo Private Wealth
Pennsylvania
$18.5K – – –
TSMHT
531
Thurston Springer Miller Herd & Titak
Indiana
$18.3K +$18K +543 New
AT
532
Arlington Trust
Alabama
$17.8K – – –
VWA
533
Valued Wealth Advisors
Utah
$17.8K – – –
SWM
534
Spire Wealth Management
Virginia
$16.8K – – –
BCMLT
535
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K – – –
TPWA
536
Twin Peaks Wealth Advisors
California
$14.9K +$15.2K +459 New
CAC
537
Core Alternative Capital
Georgia
$13.5K – – –
PWAM
538
Private Wealth Asset Management
Iowa
$12.8K +$12.6K +382 New
CFFP
539
Center for Financial Planning
Michigan
$12.5K – – –
OA
540
Operose Advisors
Wisconsin
$10.7K – – –
KFI
541
Key Financial Inc
Pennsylvania
$9.22K – – –
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
$8.54K +$8.4K +254 New
AF
543
Advisornet Financial
Minnesota
$8.38K -$794 -24 -9%
WSFS
544
Wilmington Savings Fund Society
Delaware
$8.34K – – –
CYG
545
Clean Yield Group
Vermont
$8.21K – – –
FFO
546
Fortitude Family Office
Arizona
$7.47K -$3.64K -110 -33%
RAM
547
Riggs Asset Management
Pennsylvania
$6.8K +$6.68K +202 New
HCM
548
Hollencrest Capital Management
California
$6.73K – – –
PFBT
549
Parkside Financial Bank & Trust
Missouri
$5.45K +$331 +10 +7%
AAS
550
Ameritas Advisory Services
Nebraska
$5.35K +$5.26K +159 New
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