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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1051
Keating Financial Advisory Services
Kansas
$65.8K +$25.2K +74 +65%
BWS
1052
Buck Wealth Strategies
Colorado
$65.5K +$63.8K +187 New
LI
1053
LRI Investments
Florida
$64.4K -$15K -44 -19%
FMP
1054
Financial Management Professionals
Texas
$64.4K +$4.78K +14 +8%
AAG
1055
Accordant Advisory Group
Maryland
$64.1K – – –
TC
1056
Toews Corporation
New Jersey
$63.7K +$62.1K +182 New
CNBT
1057
Cornerstone National Bank & Trust
Illinois
$62.8K – – –
CFO
1058
CVA Family Office
Colorado
$62.7K -$341 -1 -0.6%
EB
1059
Eastern Bank
Massachusetts
$62.7K +$26.9K +79 +79%
MIFH
1060
Migdal Insurance & Financial Holdings
Israel
$62.7K +$61K +179 New
EF
1061
Entrust Financial
Pennsylvania
$61.3K – – –
SOAM
1062
SBI Okasan Asset Management
Japan
$60.9K +$61K +179 New
ZBNA
1063
Zions Bancorporation, National Association
Utah
$59.9K -$2.05K -6 -3%
FMII
1064
Farmers & Merchants Investments Inc
Nebraska
$59.2K – – –
WPA
1065
West Paces Advisors
Georgia
$57.8K +$56.3K +165 New
ABWM
1066
Alpine Bank Wealth Management
Colorado
$52.5K +$51.2K +150 New
GWM
1067
Geneos Wealth Management
Colorado
$51.1K – – –
FFO
1068
Fortitude Family Office
Arizona
$51.1K +$23.2K +68 +87%
GKIM
1069
GW&K Investment Management
Massachusetts
$51K -$2.05K -6 -4%
RS
1070
Rakuten Securities
Japan
$50.4K – – –
YAL
1071
Your Advocates Ltd
Texas
$49K – – –
ISWM
1072
Intesa Sanpaolo Wealth Management
$47.3K +$46K +135 New
KFI
1073
Key Financial Inc
Pennsylvania
$46.9K – – –
TC
1074
Truvestments Capital
Florida
$46.6K – – –
ADL
1075
Asset Dedication LLC
California
$46.2K – – –
41 42
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