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KBH

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
351
Huntington National Bank
Ohio
$3.36K – – –
JWA
352
JFS Wealth Advisors
Pennsylvania
$3.1K -$1.18K -20 -25%
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$3.1K -$59 -1 -2%
BFPW
354
BOK Financial Private Wealth
Colorado
$3.07K +$3.47K +59 New
GWSA
355
Global Wealth Strategies & Associates
Colorado
$3.05K – – –
TM
356
Torren Management
California
$2.9K -$118K -2,003 -97%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.74K -$19.1K -325 -86%
BFS
358
Bare Financial Services
Pennsylvania
$2.74K +$2.59K +44 +489%
FFO
359
Fortitude Family Office
Arizona
$2.64K +$529 +9 +21%
SWM
360
SHP Wealth Management
Massachusetts
$2.32K +$529 +9 +25%
WETS
361
Wealth Enhancement Trust Services
South Dakota
$2.23K – – –
BWA
362
Basecamp Wealth Advisors
Washington
$2.23K +$588 +10 +30%
MO
363
McMillan Office
Michigan
$1.71K – – –
PWMG
364
Private Wealth Management Group
New Jersey
$1.55K -$4.47K -76 -72%
W
365
WealthCollab
Washington
$1.24K – – –
CA
366
Clearstead Advisors
Ohio
$1.03K -$11.9K -202 -91%
CAL
367
Capital Advisors Ltd
Ohio
$1K -$412 -7 -35%
SIC
368
SJS Investment Consulting
Ohio
$932 +$353 +6 +50%
TFA
369
Transamerica Financial Advisors
Florida
$931 +$882 +15 +500%
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$777 -$118 -2 -12%
CIAM
371
Caitong International Asset Management
Hong Kong
$776 -$221K -3,749 -100%
PMAM
372
Picton Mahoney Asset Management
Ontario, Canada
$725 – – –
RWM
373
Rialto Wealth Management
New York
$725 +$471 +8 +133%
PTC
374
Private Trust Company
Ohio
$673 – – –
EP
375
Essential Partners
California
$621 -$6.59K -112 -90%
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