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ICLR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$7.73K -$295 -1 -4%
EBA
602
Eagle Bay Advisors
New York
$7.39K – – –
FFA
603
Frazier Financial Advisors
Ohio
$7.39K – – –
BCMLT
604
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.39K +$3.24K +11 +100%
OC
605
Oakworth Capital
Alabama
$7.05K – – –
TFA
606
Transamerica Financial Advisors
Florida
$7K +$5.31K +18 +1,800%
AA
607
Ancora Advisors
Ohio
$6.72K – – –
CBT
608
Central Bank & Trust
Kentucky
$6.72K – – –
W
609
WealthCollab
Washington
$6.72K – – –
HNB
610
Hilltop National Bank
Wyoming
$6.72K +$5.9K +20 New
CT
611
Colonial Trust
South Carolina
$6.59K – – –
GJWM
612
Gilliland Jeter Wealth Management
Arkansas
$6.38K +$5.6K +19 New
CPG
613
Cornerstone Planning Group
New Jersey
$6.18K +$884 +3 +18%
OLVIG
614
Oliver Lagore Vanvalin Investment Group
Michigan
$5.71K – – –
AWM
615
Abound Wealth Management
Tennessee
$5.38K +$4.72K +16 New
CA
616
Crewe Advisors
Utah
$5.38K +$4.72K +16 New
HT
617
Headlands Technologies
Illinois
$5.38K -$503K -1,705 -99%
MBFW
618
Morton Brown Family Wealth
Pennsylvania
$5.04K +$4.42K +15 New
AW
619
Avion Wealth
Texas
$5K +$3.83K +13 New
SIC
620
Salem Investment Counselors
North Carolina
$4.7K +$4.13K +14 New
HCP
621
Hexagon Capital Partners
Arkansas
$4.37K -$590 -2 -13%
CA
622
Continuum Advisory
Idaho
$4.1K +$3.83K +13 New
CSC
623
Caldwell Sutter Capital
California
$4.03K – – –
FGAM
624
Financial Gravity Asset Management
Texas
$3.8K -$2.36K -8 -42%
PWMG
625
Prestige Wealth Management Group
New Jersey
$3.7K – – –
23 24
25
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