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ICICI Bank
IBN

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
551
Albion Financial Group
Utah
$5.25K – – –
PFBT
552
Parkside Financial Bank & Trust
Missouri
$4.83K – – –
PWA
553
Physician Wealth Advisors
Utah
$4.71K +$3.87K +126 +394%
AUB
554
Atlantic Union Bankshares
Virginia
$4.47K +$767 +25 +20%
VCM
555
Versant Capital Management
Arizona
$4.32K – – –
JGIA
556
Jackson Grant Investment Advisers
Connecticut
$3.73K – – –
LI
557
LRI Investments
Florida
$3.73K – – –
WA
558
Whipplewood Advisors
Colorado
$3.73K +$3.83K +125 New
BW
559
Bravera Wealth
North Dakota
$3.61K +$3.71K +121 New
CA
560
Crewe Advisors
Utah
$3.52K +$890 +29 +33%
VWM
561
Valley Wealth Managers
New Jersey
$3.25K +$3.34K +109 New
KFAS
562
Keating Financial Advisory Services
Kansas
$3.22K +$3.31K +108 New
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.04K +$3.13K +102 New
MS
564
Monetary Solutions
Ohio
$2.98K +$3.07K +100 New
RFP
565
Root Financial Partners
California
$2.74K +$1.84K +60 +188%
AFC
566
Ares Financial Consulting
California
$2.56K +$2.64K +86 New
PWMG
567
Prestige Wealth Management Group
New Jersey
$2.38K -$184 -6 -7%
TF
568
Tompkins Financial
New York
$2.32K +$2.39K +78 New
HPC
569
HM Payson & Co
Maine
$2.15K +$2.21K +72 New
AWM
570
Abound Wealth Management
Tennessee
$2.03K +$123 +4 +6%
MCA
571
McGuire Capital Advisors
Oklahoma
$2.03K +$2.09K +68 New
RF
572
Rossby Financial
Florida
$1.88K – – –
HIC
573
Hamrick Investment Counsel
Washington
$1.79K +$1.84K +60 New
FC
574
Financial Consulate
Maryland
$1.61K +$1.66K +54 New
CWM
575
Cranbrook Wealth Management
Michigan
$1.58K – – –
21 22
23
24 25