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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
326
Twin Peaks Wealth Advisors
California
$9.63K +$10.9K +186 New
IA
327
IFP Advisors
Florida
$9.31K +$706 +12 +7%
BBHC
328
Brown Brothers Harriman & Co
New York
$9.11K -$3.18K -54 -23%
PWPS
329
Pinnacle Wealth Planning Services
Ohio
$8.59K +$235 +4 +2%
RFP
330
Root Financial Partners
California
$7.87K +$294 +5 +3%
AWM
331
Abound Wealth Management
Tennessee
$7.76K +$8.82K +150 New
ECSS
332
Eurizon Capital SGR SpA
$7.61K +$8.82K +150 New
HHCP
333
Hilton Head Capital Partners
South Carolina
$6.99K – – –
TGY2IT
334
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$6.99K +$7.94K +135 New
AAP
335
Arax Advisory Partners
Colorado
$6.73K +$3.47K +59 +83%
KG
336
Kilter Group
New York
$6.26K +$1.65K +28 +30%
ZBNA
337
Zions Bancorporation, National Association
Utah
$6.11K +$4.47K +76 +181%
MCM
338
Manchester Capital Management
Vermont
$6.05K -$23.2K -394 -77%
LFG
339
Larson Financial Group
Missouri
$5.74K -$294 -5 -4%
TCM
340
Triumph Capital Management
Colorado
$5.17K – – –
NICM
341
Neo Ivy Capital Management
New York
$5.07K -$448K -7,623 -99%
BIA
342
Bell Investment Advisors
California
$4.55K – – –
CT
343
Colonial Trust
South Carolina
$4.55K – – –
SG
344
Sankala Group
Colorado
$4.52K – – –
LWMI
345
Legacy Wealth Management (Idaho)
Idaho
$4.45K -$2.29K -39 -31%
JSAM
346
J. Safra Asset Management
New York
$4.4K +$5K +85 New
HNW
347
High Note Wealth
Minnesota
$4.09K – – –
QC
348
Quent Capital
New York
$4.04K +$1.53K +26 +50%
PWMG
349
Prestige Wealth Management Group
New Jersey
$3.88K – – –
SS
350
Sunbelt Securities
Texas
$3.88K -$294 -5 -6%
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