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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
701
Family CFO
California
$69.6K – – –
FFL
702
Financial Freedom LLC
Ohio
$68.7K – – –
SIM
703
Sentry Investment Management
Wisconsin
$67K -$25.6K -155 -23%
PWAM
704
Private Wealth Asset Management
Iowa
$64.3K +$70.8K +429 New
SC
705
SouthState Corp
Florida
$63.8K +$16.2K +98 +30%
TCOV
706
Trust Company of Vermont
Vermont
$62.8K – – –
OIAM
707
OFI Invest Asset Management
France
$61.1K +$72.8K +441 New
WB
708
Webster Bank
Connecticut
$58.1K – – –
HT
709
Headlands Technologies
Illinois
$56.8K +$62.6K +379 New
GM
710
GeoWealth Management
Illinois
$52.6K +$6.77K +41 +13%
PCFFS
711
Pacific Center for Financial Services
California
$51.1K – – –
CAM
712
Costello Asset Management
Pennsylvania
$50.9K +$56.1K +340 New
SWM
713
Spire Wealth Management
Virginia
$50.7K -$1.16K -7 -2%
PMFA
714
Plante Moran Financial Advisors
Michigan
$48.7K – – –
BC
715
Barrett & Company
Rhode Island
$45.7K – – –
DIP
716
DT Investment Partners
Pennsylvania
$44.9K – – –
TFIPS
717
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.4K +$19.8K +120 +71%
PPC
718
Park Place Capital
Alabama
$42.7K -$3.47K -21 -7%
PTC
719
Private Trust Company
Ohio
$39.4K +$12.4K +75 +40%
WA
720
WPG Advisers
Maryland
$39.2K -$2.48K -15 -5%
RIL
721
Rothschild Investment LLC
Illinois
$37.7K +$1.98K +12 +5%
GWSG
722
GPS Wealth Strategies Group
Colorado
$36.4K – – –
ZBNA
723
Zions Bancorporation, National Association
Utah
$36.1K +$39.8K +241 New
MCM
724
Manchester Capital Management
Vermont
$35.2K +$17.8K +108 +85%
JFA
725
JNBA Financial Advisors
Minnesota
$34.3K -$14K -85 -27%
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